Bil Sadler
"Helping people facing important or complex retirement decisions"
Credentials
CFA Charterholder, Chartered Financial Analyst, cfainstitute.org
CPA, Certified Public Accountant, aicpa.org
CFP®, CERTIFIED FINANCIAL PLANNERTM, cfp.net
Education
Bachelors of Business Administration Degree in Accounting, Georgia Southwestern University
Associates of Business Administration Degree, Darton College
Professional Associations
CFA Institute, cfainstitute.org
American Institue of CPA's, aicpa.org
Georgia Society of CPA's, gscpa.org
Albany Area Chamber of Commerce, albanyga.com
Civic
Rotary Club of Doughery County, doughertyrotary.org
Current Albany Area Chamber of Commerce Board Member, albanyga.com
Past President Lee County Sertoma Club
Past Board Member of The Anchorage of Albany, anchorageofalbany.org
Philosophy
Every investment has a tax consequence. Therefore, taxes and investments are intergrated. The more investments a person owns, particularly retirement investments, the greater the magnitude of tax concerns. For many people this magnitude is greatest at retirement due to the tax rules related to retirement distributions.
For this reason, I chose to serve people who are facing important or complex retirement decisions.
Family and Personal
Bil is married to Heather Sadler and has three children, Macy, Cole, and Layne Marie.
Enjoys woodworking, cooking, and reading.
Favorite vacation spot - "the beach".