Thorough and innovative, Bill meets the needs of successful professionals and business owners. His areas of expertise include small business owners and comprehensive family financial planning. He focuses on wealth accumulation, investment management, asset preservation and modern distribution practices. William (Bill) K. Colvett, CFP® is the founder and President of Indianwood Financial, LLC, with services offered through H Beck Inc., a leading financial planning, investment management and securities company. Bill provides a wide array of financial, investment advisory and insurance services that assist clients to create, expand, and preserve assets. In addition, Bill’s desire is to help his clients retire years sooner than they thought possible, with a much greater post-retirement income than they had planned. He does this through comprehensive and aggressive financial planning techniques that match their risk tolerance and investment philosophy.
Bill has been addressing his client’s financial planning needs, developing comprehensive financial plans, and successfully managing investment assets since 1999. He has received many other awards for his work performance over the years and has been a featured speaker at conventions, educational forums, and workshops around the country. He is a Certified Financial Planning Professional recognized by the CFP Board of Standards, Inc. He has been selected to the 2008-15 editions of “Guide to America’s Top Financial Planners” by the Consumers’ Research Council of America. They are an independent research company based in Washington D.C. that evaluates professional services (Attorneys, Physicians, Accountants, etc.) throughout America. No Fees, Sponsorships, Donations or Advertising are accepted from anyone being considered for inclusion in the Guides to insure an unbiased selection process.