Bill Bitters is the president of United Financial Information Services (UFIS). Bill has been in the financial services industry for 34 years. Bill is very adept at working with large portfolios. Many of his clients are high-net-worth physicians and small business owners who do $2 million plus in gross sales or labor costs. They value and utilize Bill’s vast knowledge of estate preservation strategies and retirement income planning strategies. If asked, Bill’s clients would say they enjoy working with him because he responds to their questions quickly and keeps complex issues simple. His clients know he will be there for them and always look out for their best interest.
Bill holds an MBA from the University of Iowa as well as the CFP designation and a MDRT designation that helps him keep up with the changing times. Bill is a member of the National Association for Fixed Annuities (NAFA), Financial Planning Association and Financial Services Providers (FSP). Bill holds licenses in the following states: Iowa, Oklahoma, Arizona, Colorado, South Dakota, Nebraska, Louisiana, Pennsylvania, Texas and California. Nothing is more rewarding for Bill than when a client has extra money they can spend during retirement, giving them the confidence to relax and enjoy life.
In his free time, Bill also enjoys spending time playing tennis, golf, skiing and works of art.
Robert W. Boland Jr. Esq. acquired his wealth of knowledge while working at Grant Thornton, one of the nation’s largest CPA firms, and during his time working for the IRS. Robert has a Masters of Law in Taxation and is a top attorney in his field. After working as a CEO for a national bank, Robert founded Boland Law Group (BLG), on the principles that knowledge, preparation and strategy are the keys to success.
Today, BLG is known for its advanced estate and wealth tax planning for high-net -worth estate, and leads the state in business development and formation. BLG provides counsel to over 400 companies worldwide and partners up with clients from the telecommunications and bio-medical industries to local restaurants and startup companies. Our attorney’s broad business, estate planning, and tax experience has lead BLG to become a nationally recognized firm.
Evan Ward is the president and founder of Atlas Retirement LLC. He is created Atlas Retirement to provide retirees and pre-retirees with solutions geared towards providing solutions to the unique risks that face clients in retirement. Unlike most of the industry who focuses on making the biggest returns, Evan feels protecting your money and minimizing risks that could cause you to go broke in retirement is the No. 1 priority…and only at that point focus on the returns. This is how a Retirement Income Specialist differs from a normal advisor.
In his thirteen years in the industry, Evan has trained hundreds of the largest advisors and firms in the industry. He has created the retirement income strategies for over $10 Billion dollars in plans for clients. Evan has become the go-to expert in retirement strategies and has been featured in Kiplinger’s and Consumer Reports on Retirement Planning.
In addition to coaching Clients and Advisors in retirement planning strategies, Evan loves coaching his son’s and two daughters’ teams in baseball, softball, basketball, and football throughout the year. He and his wife of 10 years, Tanya, lead church and community ministries within their local church.