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Key Features & Benefits

 
 

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Need Advice?

Meet Your #ChooseIndependent
Financial Adviser Representative


WILLIAM W. ARCHERY

Independent Business Risk Consultant

About WILLIAM W. ARCHERY

As a business owner or even professional, I understand that the multiple hats we must wear can be challenging. It often feels like everyone is vying for your attention, especially when it comes to financial matters. I've been in that position before. I've encountered pushy sales tactics from affiliated "financial advisors" and have been bombarded with countless financial products recommendations. It's tough to determine whether these suggestions are genuinely beneficial for you or simply lining the advisor's pockets. The realm of financial information can be so bewildering that it might as well be rocket science.

However, I'm here to make a difference, as your Independent Wealth Consultant, Broker or even Money Doctor. With me, your financial planning journey can be broken down into manageable pieces, tailored to your unique preferences. There is no one-size-fits-all approach because everyone has different questions, and I encourage you to ask without hesitation. I am here to provide judgment-free answers and help you implement solutions whenever you're ready. Along the way, I'll also share practical, unbiased, and straightforward financial knowledge. Consider it an extra perk.

Feel free to reach out to me via text, call, or schedule a Zoom meeting. If you're up for it, we can even meet in person for a more in depth interaction. In case you'd rather not discuss finances, I have a wide range of interests. I enjoy movies, Japanese manga, bouldering, rugby, the arts and even playing musical instruments. So, if you'd prefer to chat about any of those topics, I'm all ears!