William “Bill” Slover has lived in Brevard County, Florida since 1981 and brought 26 years of experience with him when he joined the Allen & Company team.
As an Accredited Investment Fiduciary®, Chartered Retirement Planning Counselor®, and Certified Wealth Strategist™, Bill knows what it’s like to deal with life’s ups and downs from the very beginning to the end.
From his decades of experience serving the Florida community personally, both professionally and personally, Bill knows a bit about what really matters in life. While hidden benefits both financial and emotional are certainly there, The Real Value of compassion and giving back to society is beyond measure.
His story is told through personal anecdotes of human kindness, understanding, and discovery. Read More About Bill
QCDs: Charitable donations with a (positive) twist
We’ve discussed the benefits of charitable contributions previously. Not only have many people benefitted from a financial perspective, but from having a positive social impact as well. Now, many people are realizing that current tax laws plus the increase in standard deductions could result in some changes. Mainly that the tax benefits of charitable contributions, […]Read More
Are you properly diversified? Generationally, that is
Recently, I performed our National Anthem as part of a brass ensemble. The event was a golf tournament organized by members of the Bahia Shriners, which raised funds to help children being treated at Shriners hospitals. The tournament was held in a 55+ community. When I entered, I had to stop at a security shed, […]Read More
The benefits of positive thinking (press 1 for someone who cares)
In a recent encounter with a business, I was left with the impression that they simply didn’t care. After the all too familiar “press ONE for this” automated dialogue, I guessed at the number that would best address my issue. After a warm exchange with a monotone computer-generated voice and an additional extended period of […]Read More
The benefits and gifts of giving
“Giving” as a concept means giving something of yourself to others. This can be both financial and non-financial. Whether measured in dollars or minutes, giving this gift to others can benefit you over time! Charitable giving Helping clients maintain, grow and pass on assets to their heirs and charities is a big part of my […]Read More
Why I was wrong about millennials
As a financial advisor, retirement planning conversations are common. I recently attended a different type of retirement event, and it was eye-opening to me. It was a ceremony to retire American Flags that were worn, faded, torn or soiled. I was invited by the local American Legion to attend, and to play “To The Colors” […]Read More