William S. Poole

William S. Poole Financial Services

Preparing for the next financial step isn’t always easy. WSPFS provides individuals, families and businesses with a wide array of financial products and services that can help them meet their financial goals. Whether your goals include life milestones like saving for retirement or college, exploring estate planning strategies, purchasing insurance for protection or simply investing and growing wealth, WSPFS will provide experienced insights and strategies to help you reach your goals.

William has been running his financial services practice since 2010. As President of WSPFS he focuses on wealth management, retirement planning, insurance, estate planning strategies and saving for college.

His experience, skills and professionalism have earned him the respect of his clientele, which include high net worth professionals, executives, superintendents, and business owners. William has helped these individuals develop investment strategies utilizing managed funds, defined contributions plans, and retirement income planning. Furthermore, he has introduced his clients to estate planning concepts which helped effectively reduce their estate taxes by using a variety of wealth transfer techniques.

William is able to tailor investment and risk management programs to help the client’s objectives based on their personal level of risk and life planning goals.