William G. Love, Jr. CFP^®

Financial Planner

RTD Financial Advisors Inc

30 S 17th St Ste 1620, United Plaza Bldg
Philadelphia, PA 19103-4009

(267) 815-1138

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-only. RTD has chosen to implement a flat retainer fee model where the client’s fee is adjusted every three years rather than the more common model of being paid on a percentage of assets where fees vary with each quarter.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

William Love is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RTD Financial Advisors Inc in Philadelphia, PA and the surrounding communities.

Financial Advisor Overview

If you're used to financial professionals who focus entirely on portfolios and percentages, our approach will be a welcome surprise. Since 1983, RTD;s financial life planning has been about helping you achieve your goals and live your dreams. It's an ongoing conversation. As you needs and concerns change and evolve, the direction of our planning alters accordingly.

Financial Advisor Experience

Bill has always felt a call to financial services, obtaining his Bachelor’s in Finance with an emphasis on Portfolio Management from LaSalle University. He spent several years advising and consulting positions at The Vanguard Group, Merrill Lynch TD Waterhouse and The Marshall Financial Group before joining RTD Financial Advisors

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Retirement Income Certified Professional (RICP)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances