William R. Mumpower CFP®, CLU®, RICP®
Bill makes it his personal mission to put clients in a position of financial security. His goal is to help clients achieve financial independence by having enough assets that generate enough income, allowing them to live the lifestyle they desire without fear of outliving their money. His mission comes from witnessing, first-hand, the financial fear and anxiety of his parents and grandparents during their retirement years.
Additionally, Bill has a special interest in helping the recently widowed find stability and the ability to move forward free of financial worries.
Bill has been active in the financial services industry for more than 30 years. He began his career in the insurance sector, eventually transitioning into traditional investments before moving into financial and retirement planning.
- Certified Financial Planner® [CFP]
- Chartered Life Underwriter® [CLU]
- Retirement Income Certified Professional® [RICP]
INDUSTRY AFFILATIONS & RECOGNITIONS
- Named one of Atlanta’s FIVE STAR Wealth Managers by Five Star Professional eleventh consecutive years [2012-2022], Only 263 [8%] of 3,285 candidates honored in 2022.
- Member, Society of Financial Service Professionals
- Member, Financial Planning Association
FROM THE HEART
“My focus is not simply about managing money, it’s about helping clients achieve financial independence whether markets are good or bad, future taxes are higher or lower, whether things work out just as we planned, or whether we encounter bumps in the road or suffer a major setback. It is about helping clients protect their ‘todays’, saving appropriately, reducing taxes and debt, becoming liquid, and ultimately achieving financial independence while enjoying the benefits of financial balance along the way.”
Community involvement and service have always been important to Bill. He has served with Kiwanis International, and with Lions Club as Secretary-Treasurer. He is also actively involved in his local church, serving on Finance Committees, Leadership Teams, Pastoral Search Committees, and conducting seminars on planned giving, as well as serving as Church Treasurer.
Having lost his first wife to breast cancer, Bill is also an advocate for TurningPoint Breast Cancer Rehabilitation, a non-profit 501(c)3 organization that improves the quality of life for women with breast cancer.
A native of Big Stone Gap, VA, Bill resides in Suwanee, GA with his wife, Julie. When he isn’t working or playing an occasional round of golf, Bill loves spending time with family, including his four grandchildren.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com