Bill Mack, ChFC, CLU, LTCP, RFC

Full Service Financial Consultant and Retirement Income Planning Specialist

Specialties

401K Consulting 403B Plans Advanced Tax Planning Strategies Annuities & Life Insurance Asset Protection Business Planning Charitable Planning Comprehensive Financial Planning Debt Management Disability Income & Long Term Care Insurance Estate Planning Family Financial Planning Income Tax Planning Independent Investment Advisor International Financial Planning Investment Consulting Investment Policy Statements Investment Services IRA Member - Society Of Financial Service Professionals Mutual Funds Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Special Needs Planning Sustainability Synergistic Portfolio Planning Wealth Management Women's Issues

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Bill Mack, ChFC, CLU, LTCP, RFC / Financial Advisor in Schenectady, New York

Specialties