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Perfectly Imperfect Families

Perfectly Imperfect Families

金融服务

Helping Perfectly Imperfect Families Plan Create a Comfortable Retirement and Leave a Lasting Legacy

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Perfect Imperfectly Families provides planning services to help families secure their futures, no matter their circumstances. Bill Walters, draws from personal experiences caring for aging parents and a daughter with special needs to offer compassionate guidance tailored to each client’s unique needs. Bill specialize in creating customized plans to address both typical family financial goals as well as more complex situations such as special needs trusts, elder law considerations, asset protection, and tax minimization. Our goal is to ensure all family members are provided for while preserving government benefits and developing tax-advantaged strategies. Bill helps clients gain clarity and control so they can rest assured knowing that their legacies and loved ones will be protected, regardless of whatever curveballs life throws at them.

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https://www.perfectlyimperfectfamilies.com/
所属行业
金融服务
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1 人
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  • 查看Perfectly Imperfect Families的组织主页
    Perfectly Imperfect Families

    61 位关注者

    ?? Is there someone in your life who needs a little extra care? Bill Walters, the renowned Financial Expert on Specialized Planning for individuals with unique requirements, is hosting an exclusive webinar on July 22 at 6 p.m. EST to educate you and others about Special Needs Trusts! This session will cover crucial topics such as safeguarding government benefits while ensuring long-term security and real-life success stories that inspire hope and confidence. Sign up today at (https://lnkd.in/gaNnq5HX) and join us via Zoom to gain valuable insights from Bill Walters' extensive experience in this field of excellence, which has helped countless families achieve peace of mind through his guidance.

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  • 查看Perfectly Imperfect Families的组织主页
    Perfectly Imperfect Families

    61 位关注者

    ?? ???????????????? ????????????: ?????????? ???? ???????????? ???? ????????? The economy is shifting, and the smartest business owners aren’t just reacting—they’re getting ahead of the curve. That’s why I’m hosting Thrive in 2025 - The Prosperous Owners Forum on March 25 at 1 PM EST—a powerful session designed to help you: ? Maximize profits and uncover new revenue opportunities ? Build financial resilience to weather economic shifts ? Future-proof your business with smarter strategies If you want 2025 to be your most prosperous year yet, join me! Let’s talk real strategies for sustainable success. ?? Save your spot now! https://lnkd.in/gzAb4v7g See you there! #BusinessGrowth #Entrepreneurship #ThriveIn2025 #FinancialSuccess #ProsperousOwners

  • 查看Perfectly Imperfect Families的组织主页
    Perfectly Imperfect Families

    61 位关注者

    ???????? ??????????: Some Things Just Aren’t Worth the Fight ?? I’ve seen it time and time again—when couples are aligned in their beliefs and financial plans, life runs smoother. But when things don’t go as planned (like divorce), the biggest battles usually come down to just a few tangible things. And honestly? Most of the time, they’re not worth the stress. ?? ???????????? ???????? ???? ??????????????: Get it in writing, focus on what truly matters, and protect your peace of mind. If you’re navigating financial decisions—before or after a major life change—let’s talk. I’ll help you create a plan that keeps you secure no matter what life throws your way. ?? ???????? ?? ???????? ???????? ?? https://lnkd.in/dzysXquw #FinancialPlanning #LifeAlignment #BookAChat

  • 查看Perfectly Imperfect Families的组织主页
    Perfectly Imperfect Families

    61 位关注者

    ?? ???????????????? ????????????: ?????????? ???? ???????????? ???? ????????? The economy is shifting, and the smartest business owners aren’t just reacting—they’re getting ahead of the curve. That’s why I’m hosting Thrive in 2025 - The Prosperous Owners Forum on March 25 at 1 PM EST—a powerful session designed to help you: ? Maximize profits and uncover new revenue opportunities ? Build financial resilience to weather economic shifts ? Future-proof your business with smarter strategies If you want 2025 to be your most prosperous year yet, join me! Let’s talk real strategies for sustainable success. ?? Save your spot now! https://lnkd.in/gzAb4v7g See you there! #BusinessGrowth #Entrepreneurship #ThriveIn2025 #FinancialSuccess #ProsperousOwners

  • 查看Perfectly Imperfect Families的组织主页
    Perfectly Imperfect Families

    61 位关注者

    ?? ???????????????? ????????????: ?????????? ???? ???????????? ???? ????????? The economy is shifting, and the smartest business owners aren’t just reacting—they’re getting ahead of the curve. That’s why I’m hosting Thrive in 2025 - The Prosperous Owners Forum on March 25 at 1 PM EST—a powerful session designed to help you: ? Maximize profits and uncover new revenue opportunities ? Build financial resilience to weather economic shifts ? Future-proof your business with smarter strategies If you want 2025 to be your most prosperous year yet, join me! Let’s talk real strategies for sustainable success. ?? Save your spot now! https://lnkd.in/gzAb4v7g See you there! #BusinessGrowth #Entrepreneurship #ThriveIn2025 #FinancialSuccess #ProsperousOwners

  • 查看Perfectly Imperfect Families的组织主页
    Perfectly Imperfect Families

    61 位关注者

    Please revise, make it enticing for Small Business Owners, the event date is March 25 at 1 PM EST: ?? ?????????? ???????????????? ????????????: ?????????? ???? ???????? ???????? ???????? ???????? ???????? ??????? ?? The business landscape is shifting fast, and playing it safe is no longer an option if you want to thrive. That’s why Bill Walters is hosting the ???????????? ???? ???????? - ?????? ???????????????????? ???????????? ?????????? on February 25 at 1 PM EST—a high-impact session designed to help small business owners future-proof their growth and profits. ?? ?????? ?????? ???????????? ????????????? ? Smart Tax Strategies – Keep more of what you earn with expert insights. ? Funding & Capital Access – Learn how to secure the resources you need. ? Risk-Free Retirement Planning – Set up your future with confidence. ? Proven Business Growth Tactics – Get real strategies that work in today’s economy. This isn’t just another webinar—it’s a must-attend event for business owners who want to win big in 2025. ?? Secure your spot now & set yourself up for success! ?? https://lnkd.in/gzAb4v7g Who else needs to hear this? Tag a fellow business owner who should be in the room! ?? #SmallBusinessSuccess #ThriveIn2025 #BusinessGrowth #Entrepreneurship #BillWalters #FinancialFreedom

  • 查看Perfectly Imperfect Families的组织主页
    Perfectly Imperfect Families

    61 位关注者

    Please revise, make it enticing for Small Business Owners, the event date is March 25 at 1 PM EST: ?? ?????????? ???????????????? ????????????: ?????????? ???? ???????? ???????? ???????? ???????? ???????? ??????? ?? The business landscape is shifting fast, and playing it safe is no longer an option if you want to thrive. That’s why Bill Walters is hosting the ???????????? ???? ???????? - ?????? ???????????????????? ???????????? ?????????? on February 25 at 1 PM EST—a high-impact session designed to help small business owners future-proof their growth and profits. ?? ?????? ?????? ???????????? ????????????? ? Smart Tax Strategies – Keep more of what you earn with expert insights. ? Funding & Capital Access – Learn how to secure the resources you need. ? Risk-Free Retirement Planning – Set up your future with confidence. ? Proven Business Growth Tactics – Get real strategies that work in today’s economy. This isn’t just another webinar—it’s a must-attend event for business owners who want to win big in 2025. ?? Secure your spot now & set yourself up for success! ?? https://lnkd.in/gzAb4v7g Who else needs to hear this? Tag a fellow business owner who should be in the room! ?? #SmallBusinessSuccess #ThriveIn2025 #BusinessGrowth #Entrepreneurship #BillWalters #FinancialFreedom

  • 查看Perfectly Imperfect Families的组织主页
    Perfectly Imperfect Families

    61 位关注者

    Please revise, make it enticing for Small Business Owners, the event date is March 25 at 1 PM EST: ?? ?????????? ???????????????? ????????????: ?????????? ???? ???????? ???????? ???????? ???????? ???????? ??????? ?? The business landscape is shifting fast, and playing it safe is no longer an option if you want to thrive. That’s why Bill Walters is hosting the ???????????? ???? ???????? - ?????? ???????????????????? ???????????? ?????????? on February 25 at 1 PM EST—a high-impact session designed to help small business owners future-proof their growth and profits. ?? ?????? ?????? ???????????? ????????????? ? Smart Tax Strategies – Keep more of what you earn with expert insights. ? Funding & Capital Access – Learn how to secure the resources you need. ? Risk-Free Retirement Planning – Set up your future with confidence. ? Proven Business Growth Tactics – Get real strategies that work in today’s economy. This isn’t just another webinar—it’s a must-attend event for business owners who want to win big in 2025. ?? Secure your spot now & set yourself up for success! ?? https://lnkd.in/gzAb4v7g Who else needs to hear this? Tag a fellow business owner who should be in the room! ?? #SmallBusinessSuccess #ThriveIn2025 #BusinessGrowth #Entrepreneurship #BillWalters #FinancialFreedom

  • 查看Perfectly Imperfect Families的组织主页
    Perfectly Imperfect Families

    61 位关注者

    查看Bill Walters的档案
    Bill Walters

    CEO and Founder of Perfectly Imperfect Families

    I’d like to personally invite everyone to a?no-cost?webinar that covers both the?financial?and?behavioral?aspects of caring for loved ones with special needs. Caring for someone with special needs can feel overwhelming, but you don’t have to navigate it alone. In this insightful session, I’ll be joined by Whitney King, Executive Director and Lead Behavior Specialist at?Destination Family Services, as we share actionable strategies and expert guidance to help you create a comprehensive care plan for your loved one. By attending, you’ll learn how to: - Protect your loved one’s financial future?with smart, expert-backed planning. - Manage behavioral challenges?using effective, family-centered strategies. - Develop a well-rounded care plan?that supports your loved one’s long-term success and well-being. No cost to join, and I’m confident you’ll walk away with valuable tools that will make a real difference in your caregiving journey. Register here:?https://lnkd.in/gkPjwVMT I look forward to having you join us.

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  • 查看Perfectly Imperfect Families的组织主页
    Perfectly Imperfect Families

    61 位关注者

    Please revise, make it enticing for Small Business Owners, the event date is March 25 at 1 PM EST: ?? ?????????? ???????????????? ????????????: ?????????? ???? ???????? ???????? ???????? ???????? ???????? ??????? ?? The business landscape is shifting fast, and playing it safe is no longer an option if you want to thrive. That’s why Bill Walters is hosting the ???????????? ???? ???????? - ?????? ???????????????????? ???????????? ?????????? on February 25 at 1 PM EST—a high-impact session designed to help small business owners future-proof their growth and profits. ?? ?????? ?????? ???????????? ????????????? ? Smart Tax Strategies – Keep more of what you earn with expert insights. ? Funding & Capital Access – Learn how to secure the resources you need. ? Risk-Free Retirement Planning – Set up your future with confidence. ? Proven Business Growth Tactics – Get real strategies that work in today’s economy. This isn’t just another webinar—it’s a must-attend event for business owners who want to win big in 2025. ?? Secure your spot now & set yourself up for success! ?? https://lnkd.in/gzAb4v7g Who else needs to hear this? Tag a fellow business owner who should be in the room! ?? #SmallBusinessSuccess #ThriveIn2025 #BusinessGrowth #Entrepreneurship #BillWalters #FinancialFreedom

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