Broker Check
Bill Breagy

Bill Breagy

Financial Professional

Bill has over 25 years of experience guiding individuals toward a successful retirement.  After graduating from Miami University with a B.A. in Economics, he served as an accountant and controller in the advertising industry before entering the financial services industry in the 1990's.  

Bill specializes in retirement income planning for those that are in the "Red Zone", which is the critical planning phase that begins 5 years prior to retirement and completes up to 5 years after retirement.  beyond the Red Zone requires the necessary adjustments to investment portfolios and budgeting to ensure continued success.

A crucial part of this success is Bill's affiliation with CFD Investments and Creative Financial Designs.  Together these companies handle and manage over $2 billion of client assets and have offices across the United States.