William Green

Retirement Strategy for Executives & Business Owners 401k plans / hybrid pension plans to reduce taxes Long Term Care and Insurance strategies Wealth Transfer Strategy Trust Asset Management Estate Planning Strategies Social Security Strategies

Vice President | Financial Consultant at Hilliard at Hilliard Lyons in Louisville, KY

About

Devoted to Understanding my Client's Needs & Adding Valuable Insights. Financial Advisor - Building & Preserving Wealth - Retirement Planning & Portfolio Management - Retirement Plans & Comprehensive Financial Plans - Business Succession Planning - Exit Strategy for Business Owners - Corporate Retirement Plan Advisor - Advisor for Foundations & Endowments; Institutional Advisory - Trust Management, Trustee Services, Estate Settlement Services with HL Trust Company - Corporate Repurchases & Share Buybacks - Safe Harbor 10b-18 for listed companies - Employee Option Exercise - Wall Street comes to Main Street via M&A, IPO, Debt Issues - Business Valuation with Hilliard Lyons Investment Banking - Creation - Preservation - Distribution - Wealth Transfer -

Address
4801 Olympia Park Plz Ste 1000 in Louisville, KY 40241
Info
None specified

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Background

Experience

Vice President, Financial Consultant