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, 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

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Market volatility… is the bull market over?

With the recent market volatility we’re experiencing, I thought it might help to look beyond emotions and hype. You may remember the phrase by James Carville back in 1992: “it’s the economy, stupid.” Perhaps we should also think “it’s earnings, stupid” and “it’s revenue, stupid!” Understanding these concepts can help put things into perspective. The […]

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Saving for College: Kids, grandkids, and you

In 1996 — thanks to Congress — Internal Revenue Code 529, which is also known as a “Qualified Tuition Program,” was added to tax law. I’ll refer to it as “529” or “529 plan” from here on out, because I’d like to share with you the financial value of these plans — and how they […]

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The Value of the Neutral Mind

I recently received a call from a company conducting a poll. As you might expect this time of year, it was about political issues. I was driving my car and I had the time, so I consented to answering the questions (safely and hands-free, of course.) It was, if nothing more, a lesson in bias, […]

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Partnership Matters in Life, Finance, and Our Communities

How do you define partnership? Partnering is a process in which parties agree to cooperate to achieve a common goal or task. The partners you choose in both business and personal relationships require many important components –the top two in my experience are trust and the willingness for partners to act as advocates for one […]

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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, […]

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