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About Bill McDowell — Ormond Beach, Florida
Bill McDowell is a SafeMoney Certified™ financial professional serving clients in Ormond Beach, Florida, and throughout the greater Volusia County region. As President of The McDowell Agency Consulting Inc, Bill brings over a decade of experience in the financial services industry, helping individuals and families navigate their retirement planning journey with confidence.
Protecting What Matters Most
Bill's primary focus is helping clients achieve their retirement goals while protecting and growing their hard-earned assets. Whether you're looking to leave a tax-free legacy to your loved ones or secure a guaranteed income stream for you and your spouse, Bill takes a personalized approach to address your specific financial objectives.
Extensive Reach, Personal Touch
Licensed in Florida and 18 additional states including North Carolina, Texas, Georgia, Virginia, and Pennsylvania, Bill has protected over $150 million in client assets throughout his career. Despite this extensive reach, ...
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Frequently Asked Questions About Financial Advisors in Ormond Beach, Florida
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.