Willis Heslep

Willis Heslep

Financial Advisor

I have enjoyed helping people reduce their tax liability, get out of debt and build wealth. For all of my life I have put effort into listening to the problems, issues and desires of those around me so that I can better position them in life to pay the least amount of taxes, help them stay debt free or get debt free and reposition those dollars and others into building wealth. I have found many clients have never had a tax preparer help them create a tax plan so they have been over paying taxes all their life. I have clients who prior to meeting with me have never had help to get them out of debt and those who never thought getting out of debt was possible and then through following a plan and facing their debt head on they were able to get out of debt. Once we sat down to find out what all the debt was costing and what over paying their taxes added up to and then showing them by repositioning those funds what type of retirement they could have really had them open up to believe in the possibility of having that dream retirement just by changing some actions with their finances.

Let me show you how to stop giving Uncle Sam extra money, how to stop paying interest to banks and lenders and how to make those dollars work for you and build the wealth you want to have the retirement you desire.

Education:

  • Bachelor’s Degree in Business
  • Master’s Degree in Accounting
  • Licensed IRS Enrolled Agent
  • Investment Advisor Representative

Free Social Security Retirement Planning Book!

Phone 980.299.5362
Fax 866.531.0998