William R. Magaziner, President and Founder


Bill has been recognized as a leader in the financial planning field since 1972.  His strengths are in estate preservation and succession planning for the closely-held business owner.  Bill specializes in facilitating all financial issues for his clients and acts as a liaison with other key advisors to develop strategies for future growth.


Bill received his bachelor degree from Pennsylvania State University, later attending Georgetown for one year of graduate work in business.  He is a frequent speaker on the issues of wealth preservation and business transfer techniques.  He is a Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER(tm).



Carrie L. Stokes 

Carrie is Bill's assistant, providing administrative support and client service.  Her knowledge and expertise includes administrative management, new business, policy service, and client relationships.  She acts as a liaison between clients, agents and the insurance companies to get cases approved, issued and paid.  Her primary goal is to service policy holders to ensure their business is serviced quickly and efficiently.

Carrie's professional background includes extensive experience in securities and insurance case management.