William Stack, CF2

About William Stack

Bill offers 360* financial planning, with a focus on protected income streams and tax minimization.  Having been a financial professional since 1993 has given Bill a unique perspective on various economic climates, and which strategies work well in each setting.  Bill helps his clients prepare tailored income and cash flow solutions designed to last throughout retirement, and is a best-selling author of “The 7.0% Solution”.  Besides being a licensed tax professional, Bill is also a Certified Financial Fiduciary® (CFF) , RICP®  (Retirement Income Certified Professional), Certified Senior Advisor (CSA)®, and CSFP (Chartered Senior Financial Planner).  Bill is a Qualifying Life Member of the Million Dollar Round Table financial services organization, representing 2% of financial professionals worldwide.
 
Bill is a graduate of the US Military Academy at West Point, and a Gulf War Veteran.  Bill and his wife Sheri have been married 29 years.  They are the founding directors of the Lifeway Center Inc, an area community organization that gives away over $1.2 Million of assistance annually to local residents in need via the Shepherd's Nook Food Pantry and Project Win Cancer Support Group, which they also help manage.