Hi, I am William Bissett. I work with families and small business owners to develop financial planning advice and solutions so they can find their balance in finances and life.
Over the years, I’ve seen some clients die too young. Some lived life to the fullest along the way while others waited for retirement. How do you plan for the unknown? How can families maximize all of life’s opportunities today yet be prepared for tomorrow’s equally, or possibly even more, exciting adventures.
In 2013, I started a software as a service (SAAS) business focused on helping families be better organized when a loved one passes away.
It taught me about success, failure, startups and angel investing. Failure and success are always great things to experience as they teach growth. Startups and angel investing aren’t popular in the wealth management world even today. But their role in our society are hugely important and expanding both in Charlotte has become a goal of mine.