William J. Small LUTCF
Login to view DISC.William J. Small is a Holistic Wealth Advisor at Holistic Wealth Planning TM, specializing in comprehensive retirement and estate planning. With over 32 years of experience, he focuses on providing retirees and soon-to-be retirees with financial confidence and peace of mind through services like life insurance and 401(k) rollovers. He holds the LUTCF designation.
Based on his social media activity, William appears to value positivity and personal well-being. He shares content that promotes principles like peace, kindness, and love, which aligns with the holistic approach he takes in his professional practice, aiming to give clients confidence and security.
With more than three decades in the industry, he has dedicated his entire career to helping clients achieve their ideal retirement.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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