William R. Verhagen, CFP®, CPA, CFS®, CLU®, ChFC®, CASL®
Senior Advisor
Primary Office: Indiana - 357 Winslow Road Bloomington, IN 47401
Phone: (812) 337-1999
Fax: (812) 336-5542
Primary Office: Florida - 4 Concorde Lane Suite 1 Palm Coast, FL 32137
Phone: (386) 597-2856
Fax: (386) 597-2854
With a background in public accounting, William R. Verhagen provides financial, retirement, and estate planning services. His primary clients include those people aged 50 and older who desire to plan their retirement years and pass wealth to their heirs or favorite charities. Bill also works extensively with medical professionals and small business owners who desire to accumulate wealth in order to meet their personal and business goals.
Bill is a 1982 graduate of Indiana University’s Kelley School of Business with a BS in business with high distinction. He is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER® professional, Certified Fund Specialist®, and a Chartered Life Underwriter®.
Bill is an active member of his community and is a member of several organizations, including the American Institute of CPAs, Florida CPA Society, Fun Coast Estate Planning Council, Financial Planning Association, and International Academy of Collaborative Professionals.