William Hinder, EA
Wealth advisor & tax strategist - helping you on your wealth building journey, whether you’re planning for retirement, or just planning ahead.
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“Our role is to support our clients in their pursuit of an abundant life while giving them the confidence and clarity to spend time doing the things that are most important to them.”
-William Hinder, EA - Wealth advisor and tax strategist
About Will
My name is Will Hinder, and I'm a wealth advisor and IRS Enrolled Agent, and when I worked for a large national wealth management firm I saw the strategies they used and how they treated clients and it went a little something like this…
First they meet with you to see what size portfolio you have, if it meets their minimums next they might do a bare bones “financial plan” for you, and once you buy their branded products and get assigned a generic cookie-cutter portfolio, you might hear from them once a year to just “check in” with no real proactive strategies.
I’ve seen this happen time and again where clients do not get the service or attention they need and deserve, or worse feel like they have a transactional relationship with their advisor, which lead to me ask myself, is this really the best way?
I founded Pursuit Street Advisors to solve this dilemma and our solution is simple, our wealth management services get you a team of fiduciary financial experts working on your behalf to map out a comprehensive plan that’s designed to ensure you reach all of your important milestones with confidence.
We don’t just invest your funds and leave the rest to the markets.
Instead, we take a comprehensive approach to reaching your goals by considering your total financial situation. A truly personalized approach to financial planning that accounts for all the variables you may face. That’s why tax, insurance, and estate planning recommendations—in addition to investment advice—are all part of our services.
Our strategy recognizes that while markets tend to perform well over the long term, there will be more volatile segments of that long-term trend.
That is why by modeling various life events and financial scenarios, we can create a more reliable foundation for managing risk than relying simply on asset class diversification alone.
After seeing what those other firms had to offer I believe this is THE best way to ensure you are keeping more of your hard earned money and getting the most transparent and comprehensive advice, free from conflicts of interest.
Modern investors demand a better financial planning and investment experience and I’m here to help.
What My Clients Say…