Bill Arnold, CFP

Bill Arnold, CFP Financial Advisor & Vice President at Ameriprise Financial Services, LLC

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withd

rawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future. Areas of Focus

•Wealth Preservation Strategies
•Estate Planning Strategies
•Tax Planning Strategies

Address

Two Portland Square, Suite 700
Portland, ME
04101

Website

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