Thorough and innovative, Bill meets the needs of successful professionals and business owners. His areas of expertise include small business owners and comprehensive family financial planning. He focuses on wealth accumulation, investment management, asset preservation and modern distribution practices. William (Bill) K. Colvett, CFP® is the founder and President of Indianwood Financial, LLC, with services offered through H Beck Inc., a leading financial planning, investment management and securities company. Bill provides a wide array of financial, investment advisory and insurance services that assist clients to create, expand, and preserve assets. In addition, Bill’s desire is to help his clients retire years sooner than they thought possible, with a much greater post-retirement income than they had planned. He does this through comprehensive and aggressive financial planning techniques that match their risk tolerance and investment philosophy.
