Name: Bill Mihm
Address: 3301 Bonita Beach Rd Ste 105, Bonita Springs, FL, 34134-7833, US
Telephone: 239.552.1888

Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.

As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.
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With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
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Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.
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Bill Mihm

Comprehensive guidance
to support your needs

MORE ABOUT WHO WE SERVE

Comprehensive guidance to support your needs

Business Owners

Retirees

Women Investors

More About Who We Serve

Comprehensive guidance
to support your needs