A Marine’s guide to financial planning
After serving two tours in Iraq, Bill Simonet has taken everything he learned in the Marine Corps to help other veterans with their money. Learn more about this unsung adviser.
Mister tall, dark and handsome
When it comes to promoting yourself as an adviser, you need to embrace what makes you stand out. Bill Simonet tells his story of what helped him to gather clients - and notoriety - in Texas.
Client story: A dream about an ice cream shop
Financial planning is more than just saving for retirement or a rainy day. Bill Simonet introduces us to a a client with a dream about serving ice cream in Texas.
