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FiscalWise55 State Road
Media PA 19603
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William "Bill" Heidig, CFP®
FiscalWise
Specializing in: Comprehensive Financial Planning and Financial Planning on Hourly BasisGeographic Area Served: Lancaster, PA and Media, PA Financial Advisor
About Me
About My Firm
Title in the firm: Founder and Principal
Licenses, Certifications and Designations: William "Bill" Heidig is a Certified Financial Planner™
Biography: FiscalWise was conceived in 1984 by William T. Heidig, CFP® who had long envisioned a company where clients could be assured that their best financial interests were served.
Our focus is to instill in our clients three clear tenets: the value of information, the value of hard work, and the value of understanding alternatives before decisions are made. All finances are interrelated. Our review of primary documents--including tax returns, estate plans, employer agreements, insurance policies, income and businesses -- helps us identify issues and consider practical solutions.
FiscalWise is truly client-centric. We meet clients without having any preconceptions about their situation. Our first objective is to know and understand our client and find out where they are, what’s important to them, where they want to be, and their willingness to make that happen.
FiscalWise continues to provide a nurturing, collaborative environment for clients, along with a fresh, new vision. To earn the trust of clients through personal integrity, confidentiality and superb attention to detail in both financial matters and personal situations is our objective.
Licenses, Certifications and Designations: William "Bill" Heidig is a Certified Financial Planner™
Biography: FiscalWise was conceived in 1984 by William T. Heidig, CFP® who had long envisioned a company where clients could be assured that their best financial interests were served.
Our focus is to instill in our clients three clear tenets: the value of information, the value of hard work, and the value of understanding alternatives before decisions are made. All finances are interrelated. Our review of primary documents--including tax returns, estate plans, employer agreements, insurance policies, income and businesses -- helps us identify issues and consider practical solutions.
FiscalWise is truly client-centric. We meet clients without having any preconceptions about their situation. Our first objective is to know and understand our client and find out where they are, what’s important to them, where they want to be, and their willingness to make that happen.
FiscalWise continues to provide a nurturing, collaborative environment for clients, along with a fresh, new vision. To earn the trust of clients through personal integrity, confidentiality and superb attention to detail in both financial matters and personal situations is our objective.
