Bill Corley, CFP, RICP | 850 Iron Point Road | Suite 104 | Folsom CA | 95630 (916) 223-4023


William Corley dba Corley Investment Management,
California Registered Investment Advisor.

Bill Corley Plans So You Can Sleep Better At Night

Watch TV, listen to the radio, or go online… and you’re sure to encounter a message about getting a “comfortable nights’ sleep.” Whether you are encouraged to shop for a new mattress or a special blanket, the message is the same: change your bedding and improve your quality of life with better sleep.

But what will improve your sleep most of all? The assurance that your finances are in order – every night – for as long as you are alive. Why does this matter?  Consider what will happen to your spouse or partner if you die without the proper documents and accounts set up. Confusion. Lost time. Even the possibility of lost money. Or your children and heirs will struggle to make sense of it all. A worrisome quality of life for you now and later.

Welcome to getting a better night’s sleep.                                                                                                                                         

By planning instead of worrying. By monitoring instead of guessing. And by knowing there is someone to guide you through decisions that will affect your family for years to come. Sleep well without the stress of financial worries.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

How it works:

You establish goals that will meet your needs short and long-term.

These goals might include tax planning, retirement planning, and education fund planning. We review your goals at our initial meeting and determine what a priority is, how to achieve your goals and what documents you’ll need to provide.  From that initial meeting we will set up a time line and schedule your next steps: a Social Security analysis, for example, or a Retirement income/cash flow analysis. You may be heading for retirement soon and need to know how and when to take your benefits; or you may already be retired and need help to avoid taxes and penalties. Next we’ll review your investments and determine the best strategy to keep them for the long term.

You’re in control all the way.  Rest easy at night, knowing you have a financial plan in place, your loved ones know what to do when you pass, and your assets are preserved for your retirement years. You can finally sleep easy… let’s get started!

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

In 2018 I earned the RICP designation, after an extensive study of retirement income. This training also teaches how to plan for issues that may have a serious negative impact on a person's retirement.

Feel free to reach out with questions like:

  • Which accounts should you tap first?
  • Will your withdrawals be taxable?
  • Will you outlive your savings?

Read the story about Bill in the Folsom Telegraph

Find Out MOre
<strong>Who We Are</strong>

I have specialized in helping people with their retirement income issues for over 25 years. Since 2014 I've been studying Social Security rules, tax issues, risk management and how to supplement Social Security income by efficiently managing client assets.

I am one of a small group of advisors nationwide who have chosen to focus their expertise in Social Security and related retirement income distribution planning. This means I have exceptional resources available if needed to resolve an intricate strategy or answer complicated questions.

<strong>Perspective &#38; Experience</strong>

Perspective & Experience

Eight years now, I have received the Five Star Wealth Manager award, after satisfying 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Candidates undergo a thorough regulatory review.

Most people wait too long to plan for retirement. They wonder when to claim Social Security and don't realize how that decision could affect their future.

I specialize in clients age 50 and over who have assets in excess of $750,000. The hourly fee is $425 with a two-hour minimum.