Know My Plan

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser

Financial Planner

WM Wealth Planning

I'm a planner that helps sales executives reduce stress around their finances and keep more of their hard earned money by not leaving the IRS a tip 😉

What's that magic number 🔮 for you to be financially independent?
You probably don't know.

So often people are "saving" but don't know what they are saving for or how much they need to be saving to make it happen.

Or perhaps you get this big commission check and then 3 days later... you have nothing to show for it.

Don't worry, it's completely normal.

📌 Why do people hire me? 
- They aren't sure if they are on track for their goals
- They don't want to just save for the future, they want a plan that allows them to live life today
- They realize they aren't an expert 
- They don't want to be overwhelmed or make a big mistake
- They want help making complex topics ➡️ simple

📌 Who do I work with?
- Sales professionals, small business owners, professionals with variable compensations
- Typically between 25-45 years old

Your financial life is a fortress 🏰 

But... 

There are barbarians coming to attack ⚔️
-Taxes
-Healthcare costs
-Behavior

A good financial plan creates a moat around your fortress to protect it 🛡️

The best plan is the one that you are taking action ➡️ so let's get to work!

Phone: 267-656-7363 | Email: will@knowmyplan.com | Website: www.knowmyplan.com

Securities are offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC, refer to the Contact Information section above. 

Know My Plan is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

William Miller

RFG Advisory

National Director of Business Development 

I am responsible for the foundational recruitment of Financial Advisors

Business Development

IT coordinator, HR Manager, Office manager and Head of Marketing - various roles and responsibilities

Director of Organizational Management

LIFETIME FITNESS

Instructor/ Swim Supervisor

I work with experienced Financial Advisors to help guide them through becoming or maintaining Independence. Every advisor has their own unique business. I help advisors embrace these differences by introducing our turn-key platform of award-winning technology, service, compliance, marketing assistance, operations, coaching, and portfolio management.

At RFG Advisory, we help you build the business you want, without compromise! 

Have you ever thought about Independence? If so, you may benefit from learning about our platform. RFG Advisory is a growing, Hybrid, RIA. We are a high-service firm built for Independent Financial Advisors. We help you become the CEO, not the COO of your practice. 

Our wealth managers provide comprehensive financial plans that are suited to match each client. With a customized approach, we provide traditional financial advising, estate planning, and opportunities for high-production wealth managers to partner with us. 

Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.
For a list of states in which the financial consultants affiliated with RFG Advisory are registered to do business, please visit www.rfgadvisory.com

taplio

The Battle

William Miller

Kristy Puckett

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?