My name is Bill Heath and I am here to help you hit a home
Actually, hitting a financial home run does not mean making
a killing in the market in one year. It means discerning your
financial goals and expectations for yourself, your business,
your family, and then designing a financial plan to attain
those goals. Mark McGuire played the game for a great many
years before hitting 70 HRs in a single season.
Now, should you decide to get to know me, you'll find out
that I know a thing or two about playing on a winning team.
I never did make it to the World Series, but I did have the
good fortune of playing on several winning teams in major
league baseball, working behind the plate for the Houston
Astros, Detroit Tigers, and Chicago Cubs. Before that, I earned
my Bachelor of Science degree from the University of Southern
California, where I was an All-American and team captain of
the USC Trojans baseball team. I played on two national championship
teams for USC in 1958 and 1959. Having made it to the top
in professional baseball, I learned what it takes to be a
What does baseball have to do with financial planning? Quite
a lot, actually. Teamwork is vital to winning in baseball,
and it's important in financial planning, too. You will require
a number of financial professionals from time to time, including
lawyers, accountants, and others. At the hub of your financial
affairs, however, you need a financial coach to coordinate,
or even orchestrate the design and implementation of your
decisions. I have served my clients as their "Financial
Coach" for over 30 years, since I retired from baseball.
Off-season, I spent three years as an auditor for Haskins
& Sells, Certified Public Accountants, (now Deloitte Touche)
and after hanging up my mitt in 1970, I joined the firm of
Price Waterhouse & Company (now PriceWaterhouseCoopers)
as a member of the professional audit staff. I founded my
own firm 2 years later, and have spent the past 3 decades
learning how to bring financial peace of mind to my clients.
I have kept my firm on the leading edge of financial planning
and services, innovating the concept of the Barrington Quarterly System in the late 80s, and advancing that concept to the
development of "Net Worth Management" in the early 90s. These
developments have attracted the respect of other professionals,
and I believe they are key to my being nominated for Financial Planner of the Year for 1985, and being named
each year since 1998 as one of the Top 250 financial advisors
in America by Worth Magazine. This recognition is important
for one reason: it gives my clients an assurance that their
financial affairs will be handled in a most professional manner,
with their own peace of mind and achievement of their goals
as my primary goal. With this, I will have done my job as
their financial coach...making every client a winner.
I earned my CFP® certification
in 1982 and my MBA in 1981 from the University of Houston.
In addition to
holding a Series 7, 63, and 24 licenses, I also hold an insurance and variable
annuity license, a real estate broker license, and a mortgage broker license.
My other duties include lecturing for many educational,
civic, and business organizations on a variety of topics.
My articles have appeared in the Financial Planner, ICFP
Journal, the Houston Business Journal, and many
For those of you who like to know what your professional
advisors do in their spare time, I have served on the adjunct
faculty of the College For Financial Planning, am past president
of the Houston Society of the Institute of Certified Financial
Planners, and a member of the Financial Planning Association. At
the invitation of the ICFP Board of Directors, I served as
an ad hoc committee member on the Public Awareness Committee.
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