William Rolin is the Founder and CEO of WilLo Financial Group, LLC an asset and wealth management organization with offices in Norman and Purcell, Oklahoma. For over two decades, William, along with his wife and business partner, Lora, have continually helped their clients better preserve their retirement savings and increase their retirement income.<\/span><\/p>As an independent retirement income specialist, William serves clients in Oklahoma, Texas, Florida, Kansas, and Arkansas. He specializes in helping individuals and business owners with retirement income strategies and has helped hundreds of clients implement income-generating strategies that can help protect their savings from the threat of inflation, rising health care costs, market fluctuations, and longevity risk.<\/span><\/p>William also works closely with estate planning attorneys to establish effective wealth management and estate planning solutions that can help clients avoid unnecessary taxation and possible government intervention through probate.<\/span><\/p>He is a multiyear member of the Million Dollar Round Table, a financial services industry organization that recognizes members who demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service.<\/span><\/p>With his extensive experience, William can provide you with a customized financial strategy that can help you:<\/span><\/p>- Generate steady income in retirement<\/span><\/li>
- Preserve your retirement assets<\/span><\/li>
- Minimize your exposure to market risk<\/span><\/li>
- Minimize taxes<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t