Bill is a Shareholder and Senior Wealth Advisor with more than 25 years of experience, who has helped many of his clients transition to a successful retirement. Bill focuses on his clients’ complete retirement picture, both financial and non-financial. He has helped clients find answers and solutions to the following questions:
Financial:
- When can I retire?
- How can I make my money last for me and my spouse?
- What do I need to do to protect my nest egg?
Non- Financial:
- What will I do when travel, golf, and other leisure activities lose their luster?
- What will I do to replace the benefits that my career provided me such as structure, socialization, and a sense of contribution?
- From where will I get purpose and meaning?
Bill is passionate about retirement planning. In addition to practicing as a Certified Financial Planner, Bill is a Retirement Income Certification Professional specializing in topics such as social security planning, health care, long term care, etc. Bill is also a Certified Retirement Coach, providing clients the opportunity to develop perspective on where they will find purpose and meaning beyond their careers.
Bill has served on the Philadelphia Tri-State Financial Planning board as president and other roles for 11 years. He was elected by his peers for the first Philadelphia Heart of Financial Planning Award for his leadership and dedication. Bill is also an Adjunct Professor at Temple University teaching “Investing for your Future” to undergraduate students.
Bill lives in Yardley, PA with 3 generations of “his girls”, his wife, Lauren, daughter, Jocelyn, Mother-In-Law, Annette and the star of the family, their Dachshund, Lilly. As a current update, daughter, Jocelyn moved out and Dachshund, Lilly passed which left a hole his heart, so much so, that he was rescued by three Dachshunds pups, Rudy, Larry, and Cakes. His house sure has circus-like energy.
He enjoys vacationing at the Jersey Shore, exercising, and spending quality time with his friends and family.
Getting to know Bill
What do you love most about working in wealth management?
Helping families live their best lives with the resources they have by advising, coaching, and teaching them on how their life transitions effect their money.
What favorite parts about working at RTD?
Helping attract and grow talent by sharing my experience, skills and knowledge to ensure that all the employees thrive in their careers and achieve their goals.
What makes you good at what you do?
My commitment to the development of skills and knowledge in my retirement specialty, teaching as adjunct professor and being a certified professional life coach, are components that help me serve clients to the best of my abilities.
What professional accomplishments are you most proud of?
Helping to develop career paths and becoming the internal coach for professional career development of RTD’s employees and helping clients transition successfully to retirement with a clear vision and sense of security.
Professional Awards, Designations & Memberships
Featured Articles
Safeguarding Your Nest Egg: Retirement Planning Considerations for Managing Catastrophic Risks
Planning for retirement is a journey that requires careful consideration of various factors, including investment strategies, income sources, and lifestyle preferences. However, one aspect that is often overlooked is the importance of managing catastrophic risks to your nest egg. From unexpected health crises to market downturns, there are numerous potential threats that could derail your […]
A Retirement Coach’s 10 Questions to Ask
Retirement is one of the most common goals for people across all careers and can be one of the most significant milestones in our lives. However, retiring entails so much more than picking a date on the calendar to stop working. It’s an entire life overhaul that requires years of thought and planning in order […]
Webinar: Retire or Rewire
Overview Bill Love, of RTD Financial, and Rob Croner, of CCI Consulting, explore the following: How to get in touch with your own financial reality (02:56) Can you afford to stop working? Can you pivot to a new career? (06:11) How to sustain assets for the years to come (08:22) Finding your identity in retirement […]
Retirement Planning – Beyond the Numbers
As we head into the anniversary of the start of quarantine, many of us are looking forward to life returning to “normal”. We miss seeing friends and family, eating out at restaurants, and of course traveling! Although planning vacations is half the fun, we’re ready to go from planning to actually taking the vacations! Planning […]
All in the Family
When we’re able to pause and catch up with our family members, conversations often revolve around “safe” commonalities such as family, sports, entertainment, health, and relationships… maybe even gossip! Occasionally, taboo subjects find their way into these conversations. You know the type: politics, religion, and money. When it comes to money, the conversations usually remain […]