Insurance and Financial Guidance

John Tarr interviews Bill Walters about insurance and financial guidance.

He has a wealth of knowledge was very impressive.

Bill told me:

“Before I became an advisor, my wife and I had to care for my mother who suffered from dementia.

With no long-term care coverage in place, we had to do everything ourselves – keeping an eye out, cooking meals, cleaning up after her, setting up rails so she wouldn’t fall.

It wasn’t easy and her suffering could have been minimized with proper professional care. When she passed away, I made a promise to myself that I would do everything in my power to make sure other families wouldn’t go through what we did.

Let’s set up a time to talk.

I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there.

If not, I should be able to refer you to someone who can.

I’ve dealt with my own perfectly imperfect family. Let me try to help with yours.”

Bill also gave much advice on how to plan for your retirement and the later years of your life.

Bill works with Transamerica Insurance and his contact information can be found on his website Perfectly Imperfect Families.

He has many helpful blogs for you to read on the world of finance such as:

Advice for Caretakers of Aging Parents.

How Does Life Insurance Work In The LGBTQ+ Community?

What Financial Planning Should I Do For My Blended Family?

Do You Have Any Financial Advice For A Small Business Owner?

And more blogs so check them out!