Bill Toner
For The JOY Of It
Through Passion Or Pain
Through The Sun & Rain
We All Need A Trusted Advisor
Billy On Boots At Buena Vista
Montecito, CA.
Courtesy of Rick Kline
September, 2015.
ALL RIGHTS RESERVED.
Helping People Work Through Significant Financial Issues
The Stakes Are High & Your Time Is Limited.
For Many, Life Is Getting More Complex & Dynamic,
Yet Families Are Seeking More Simplicity.
My Role Is To Unburden People From The Overwhelm Of A Significant Financial Issue -
Either A Positive Opportunity Or A Negative Event.
Especially One That May Impact The Rest Of Your Life.
My Commitment to Being A Listener &
Problem Solver For My Clients
Brings Me To Beautiful Places Around The World,
Here Are A Few Photos From My ‘Fence Riding'
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Everyday Different, Everyday Beautiful.
I Look Forward To Hearing From You.
Close, Confidential Relationships Allow Us To Anticipate Our Clients' Needs & Accelerate Prudent Progress On Their Behalf. A Calm Spirit Of Neutrality Paired With Your Values Inform Our Decisions At Every Level Of Our Business Journey Together.-William T. Toner, CFP®, AIF®, PDC, MCA 200GT, 2w3
William T. Toner is a financial advisor living in Montecito, CA. For over a decade, he has helped families, businesses, and their key personnel respond to significant financial challenges and opportunities. His focus is on strategic decision-making, processes, communication, structure, and collaboration—not daily money management. He does not sell, represent, transfer, or hold custody over assets or insurance products, nor does he accept finders' fees, kickbacks, or commissions—a rarity in today's markets.