At a young age, I learned firsthand the power of money — not what a paycheck could provide, but the stress financial difficulties can create. When I was 10 years old, my father unexpectedly died at the young age of 43 and my mother was left to raise three young boys. As it is for many families that suddenly lose a parent, our finances were tight. Seeing my mother struggle to make ends meet made me realize that if I was going to be able to help my family and eventually go to college, I needed to understand money.
Driven by an entrepreneurial spirit and an interest in the stock market, I studied finance, read everything I could about money, worked through school, graduated college, and then was offered a corporate job. I knew I eventually wanted to work in financial services but I didn’t know where that would lead me. What I did know was that Wall Street was not an option. As much as I wanted to work in finance, I also wanted a career that was about more than just numbers. I wanted one that focused on relationships and helping people.
During my time working at Black & Decker, I started my CERTIFIED FINANCIAL PLANNER™ certification course and became the unofficial in-house financial planner. After a number of promotions and the need to relocate, it felt like the right time to launch my financial career. In 1994, I made the leap to become an independent financial advisor and it’s been a wonderful journey.
Many of my Black & Decker colleagues became my first clients and, 20 years later, continue to work with me. It’s not uncommon for many individuals, professionals, and families to become lifelong clients. I like to think it’s because they knew I do all I can to provide a sense of security. I don’t want any of my clients to experience the financial stress and uncertainty that my family did.
Being an independent advisor is much more than building portfolios or recommending investments. It’s working closely with every client, discovering what their financial picture looks like, and creating a customized strategy that can help them pursue their goals. It’s helping people understand their financial circumstances and empowering them to take control of their future.
Now entering my 22nd year in the industry, my passion for my job continues to grow stronger every day. While there are times of stress and market volatility, knowing that people count on me and my team drives me to work hard each day. There’s no greater satisfaction than seeing my clients succeed in what they do and enjoy their passions in life without worrying about their finances. As their financial partner, I strive to reduce their stress and manage their finances for them.
I look forward to the many years ahead as we continue to grow Wealth & Pension Services Group, and I thank you for letting me and my team play a role in your life. I hope you know that whenever you or a loved one have questions or experience life changes, we are here to help. Call our office anytime at 770.333.0113 x 106 or email firstname.lastname@example.org.
William "Bill" Kring is the founder of Wealth & Pension Services Group, Inc, an independent wealth management firm serving individuals and businesses near Atlanta, Georgia. As a twenty year financial veteran, Bill offers broad expertise in wealth management services including asset management, fiduciary consulting, retirement, trust and estate planning, as well as insurance and 401(k) plan services. In his past, he competed as a U.S. Cycling Federation class III rider in both road and track. To learn more about how Bill may be able to help, visit the Wealth & Pension website, connect with him on LinkedIn, call his office at 770.333.0113 x 106 or email him anytime at email@example.com.