One of the leading financial planners in America today, Bill Daily has become the "go-to guy" for a growing number of families in the midwest. As a midwesterner himself, Bill takes a "down-home" approach to the world of finance. As he puts it, "It doesn't have to be fancy … it just has to be good."
He explains, "we're usually dealing with a family's life savings, and we have to get it right the first time." In fact, he's been helping families "get it right the first time" by helping them make important financial decisions since 1982.
Bill offers a full spectrum of financial services, including investments, insurance and financial planning through Raymond James Financial Services, Inc., an affiliate of Raymond James & Associates, a member firm of the New York Stock Exchange. Bill has personally prepared thousands of income tax returns over the years. A CERTIFIED FINANCIAL PLANNERTM, he specializes in managing portfolios and the income taxes of families and investors.*
For the last 10 years, Bill has conducted adult education classes at area schools and given many talks as a guest speaker and radio talk show host.
Bill is a member of the Institute of CERTIFIED FINANCIAL PLANNERTM and the National Association of Tax Preparers.
*Tax Services are not a service of Raymond James Financial Services, Inc.
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Bill Daily