About Us
Maximizing Coverage, Minimizing Worry
Financial Planning & Wealth Management
Families come in all shapes and sizes, each facing their own set of challenges and dreams.
At Perfectly Imperfect Families, we believe that every family deserves a financial plan tailored to their unique needs. Our mission is to help you navigate the complexities of financial planning, ensuring you feel confident and prepared for whatever life brings.
Who We Are
Founded by Bill Walters, Perfectly Imperfect Families was born from a deeply personal experience. Bill understands firsthand the struggles families face when planning for the unexpected. After caring for his mother through dementia without long-term care in place, he vowed to help others avoid similar hardships. That promise drives our work every day.
“I’ve dealt with my own perfectly imperfect family. Let me try to help with yours.” – Bill Walters
Why Choose Us?
Strategic consulting for financial success.
- We prioritize your best interests, always.
- Our team adapts to your family’s changing needs and life circumstances.
- We blend compassion and expertise, understanding that financial planning is as much about people as it is about numbers.
What We Offer
Our comprehensive financial planning and wealth management services are designed to support families through every stage of life. Whether you’re just starting your career, preparing for retirement, or facing life’s unexpected challenges, we are here to guide you.
Our Services Include:
Investment Strategies
We’ll help you build a portfolio tailored to your goals, balancing risk and reward to secure your family’s future.
Retirement Planning
From estimating your needs to optimizing your accounts, we create strategies to ensure a comfortable and confident retirement.
Tax Planning
We’ll guide you through tax-efficient strategies, including IRAs, 529s, and Roth conversions, to protect your wealth.
Trusts and Estate Planning
Safeguard your assets and provide for your loved ones with customizes trust solutions.
Let’s Start Your Journey
Whether you’re planning for retirement, saving for a child’s education, or ensuring financial security for future generations, Perfectly Imperfect Families is here to help. Schedule a consultation today at 267-278-5062.
Let us guide your family toward a financially confident and secure future.