Bill Hines
About Me
Bill and Grady form the team that will bring the results you desire. We’re different—very different! We use consumer facing tools that are available to you. We formed our boutique financial planning company to help those who may be competent in managing their own investments, but get lost in the weeds in developing a high-fidelity financial plan. That's understandable—there are lots of moving parts! Want an early exit from the hamster wheel (FIRE), or need to make up for lost time in preparing for retirement, children’s education, legacies, and other life goals? We're another pair of eyes for you DIYs!
Mission Statement
Our goal is to disrupt the ancient model of financial planning and investment advice that prevents people from enjoying the (early!) retirement and life they deserve after working so hard for so long. Investing isn't black magic, it isn't hard. Financial/retirement planning (at least in a high-fidelity way that can be trusted) can require some guidance. We teach you and guide you as we build your plan correctly together. If you'd like, you can then take the wheel from there. Transparency is key. Our services and prices are right on our website.
Why I Became an Advisor
We moved into this field after seeing so many people taken advantage of by the old-school tactics, including the ridiculously expensive assets under management model and the half-hearted financial plans they build for you, which typically help their retirement plans more than yours! We are in it for the altruism. We put our clients and financial literacy first.