William Black, CLU, ChFC®, CExP
Bill Black is a finance consultant and associated person at Secura Financial Planning & Wealth Management, a full service financial planning and wealth management firm servicing clients nation wide.
The firm was founded to extend estate planning and business consulting services to individuals, corporations, and institutions throughout the United States. Bill designs and implements sophisticated financial strategies for corporations and individuals seeking authoritative financial information and guidance. Bill views his role as a trusted and long-term advocate in helping his clients achieve their financial goals.
"After devoting decades to the success of their businesses, many owners start thinking about a change five years out. Some see retirement freedom; others want to start again with a new idea. We frame these impulses in terms of succession, exit, and transition (SET) strategies that can help transform the dream into an effective plan and escape the frustration of perma-five."
Bill is past chairman of the Partners Financial Private Business Group, a national organization comprising over 150 financial services professionals who develop programs for private business owners. ERSI is also an affiliate of National Financial Partners and a charter member firm of Business Enterprise Institute, both national think-tank firms serving businesses of all sizes.
Bill is a featured speaker locally and nationally for industry organizations. He is an instructor for several programs on advanced market topics for agents and brokers, and he conducts continuing education programs for CPAs, attorneys, and financial professionals. These include "How to develop a 3-10 Year Business Succession, Exit & Transition (SET) Plan" and "Motivating & Retaining Key Employees to Increase the Value of Your Business."
He is active in the Orange Coast Estate Planning Council and Olive Crest Home for Abused Children and serves as a Trustee of the Christian Business Men's Committee.