Bill Mihm, Financial Consultant

Bill Mihm, Financial Consultant As an independent professional advisor, I can offer you a personalized financial strategy.

My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financi

al independence through professional advice, sound risk management, quality investment products, and personal, efficient service. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such...
04/28/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

raymondjames.com

Retirement offers the freedom to focus on what helps you feel strong, calm and connected. Discover five practical ideas ...
04/16/2026

Retirement offers the freedom to focus on what helps you feel strong, calm and connected. Discover five practical ideas to help you thrive in this new phase of life:

raymondjames.com

From understanding financial tradeoffs to preparing for unexpected expenses, children benefit from early exposure to rea...
04/01/2026

From understanding financial tradeoffs to preparing for unexpected expenses, children benefit from early exposure to real-world money lessons. Support their confidence with simple strategies that stick:

raymondjames.com

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift a...
03/25/2026

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

raymondjames.com

With nearly 40% of U.S. workers not on track to maintain their lifestyle in retirement, employers have an opportunity to...
03/24/2026

With nearly 40% of U.S. workers not on track to maintain their lifestyle in retirement, employers have an opportunity to play a pivotal role in improving long‑term outcomes. Employee‑focused plan design, supported by automated features that help employees start earlier and save more consistently can strengthen retirement readiness while reducing the significant financial strain caused by delayed retirements.

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Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your ...
03/18/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

raymondjames.com

Investing in emerging technology can be exciting. Learn about the potential benefits and risks of investing in AI:
03/03/2026

Investing in emerging technology can be exciting. Learn about the potential benefits and risks of investing in AI:

raymondjames.com

Address

3301 Bonita Beach Road , Suite 105
Bonita Springs, FL
34134

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 9pm
Sunday 8am - 9pm

Telephone

+12395521888

Website

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