
What our clients say…
This is why we do what we do.
Client Testimonials
“I’ve been happily working with Will for a couple of years now. My goal was to make the jump from working at a job which offered retirement benefits, to quitting and starting my own business while continuing to meet my retirement goals. Thankfully, Will was able to make the transition feel seamless and has helped walk me through the process enough to help me establish autonomy in managing my financial future. Will is a hands-on advisor and is available whenever I’ve had a question or needed to meet with him. The best part about working with him, though, is his honesty and integrity. His ability to customize a plan for me, a creative professional, has vanquished any concerns I had about being a “starving artist”, giving me the confidence to grow my business ambitiously. It is clear to me that Will is extremely passionate about what he does, and this allows his clients to focus on their own passions.
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“I’m a small business owner and I wanted to be more active in planning for retirement and build a general investment portfolio. Will has been very helpful in offering options to help me reach my goals. As someone who is new to investing and not so great with numbers, I appreciate the time Will takes to explain the options in a way that is understandable. If you’re thinking about working with a financial planner, I’d recommend setting up a consultation with Will to see how he can help.
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“Will helped me feel confident in the financial choices I have been making while also providing me with the tools for newer options to set me up for success! It is evident that he loves the type of work that he does. I am really glad that I chose to work with him and look forward to continuing to partner with him to help me feel secure in the decisions for my family’s future.
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“As a small business owner, our tax situation and income streams became confusing as we had a ton of opportunity, but not necessarily the knowledge or understanding to optimize that opportunity. Will Hinder helped to instill that knowledge in easy to understand psychoeducational estate planning sessions. Will was patient and helped us to understand the broader picture of our finances and how to best plan for years to come. I encourage anyone overwhelmed with the tax and financial planning process to invest in themselves by investing in these financial planning sessions. The knowledge you will gain is priceless.
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“We knew that we needed an expert opinion when we realized that we had no plans, no life insurance, and no idea how we would pay for a college education. If there is one thing we learned about building our short-term rental business is that you need to surround yourself with people that are experts in their field, and not just hope that you got it right. Will has been extremely helpful in helping us think about the future, encouraging us in some of our decisions, and helping us find a plan that we felt comfortable with. He is very personable and was always ready to shift gears and answer any and all questions. Looking forward to continue using his services in the future!
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“Someone who has just deeply supported my business is my financial advisor, Will Hinder. I always longed to work with someone like myself who just never settled, leaves no stone unturned, will go to the depths of the darkness and light, and never give up…well I met my match. I was so embarrassed and hopeless about my financial state, that I lost hope and felt like he wasn’t going to be able to help me, but Will wrapped me up in unconditional positive regard, patience, and implicit hope and trust. He has truly supported my business which is allowing me to steward others more confidently towards their healing and wellness.
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