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William Verhagen

4 Concorde Lane, Ste 1
Palm Coast, Florida 32137
United States
Office Phone: 386-597-2856
http://www.ioms.com
bill@ioms.com
Member since 2012
Membership Type: IACP

Profession(s)

Financial Professional

Over 30 years experience in the Financial Services industry helping clients address their financial goals. I have also provided support in the area of collaborative divorce and expert witness testimony from our Bloomington, IN and Palm Coast, FL offices.
Area(s) of Practice: Financial Planning Estate Planning Wealth Management Support Services for Collaborative Divorce
License(s): Certified Public Accountant ~Life and Health License ~Ser 7 Securities License ~Ser 65 Securities License

Professional Activities

Fee based Financial Planning ~Support services to Attorneys ~Investment Management

Undergraduate Education

Bachelor of Science in Business with High Distinction – Kelley School of Business
Indiana University, Bloomington, Indiana. (Dec., 1982)
Attended Western Michigan University - Honors College (9/78 to 5/80)

Professional Education

Chartered Financial Consultant® - The American College
Chartered Advisor for Senior Living™ - The American College
Chartered Life Underwriter® - The American College
Certified Fund Specialist - The Institute of Certified Fund Specialists
CERTIFIED FINANCIAL PLANNER® practitioner - College for Financial Planning
Certified Public Accountant - Indiana Professional Licensing Board
Retirement Income Certified Professional - The American College

Comments

I have been involved for some time in assisting Attorneys with financial support to Collaborative Divorce cases as well as expert witness testimony for court cases. My interest is in helping clients achieve their financial goals and handling life change events in a manner that supports ongoing relationships between the parties. I have been credited with coming up with unique strategies to meet the needs of various parties in prior cases.