William M. Stewart

Retired Financial Professional

Bill@PlanWithRFG.com
Phone: 513-449-1689
Fax: 513-624-3124

What Motivates You?  

Work. 
 

Favorite Sport:  

Golf 
 

Motto:  

Keep Pluggin’  
 

Bill specializes in retirement planning for couples and individuals, and 401(k)/Profit Sharing plans for small to medium sized corporations. He helped clients achieve financial results through his family-centered approach to financial planning and portfolio management.

Bill begin advising clients in 2003 and during that time held his series 7 and 66 securities registrations. He earned his B.S. in Mathematics from Xavier University, and spent 30 years in the telecommunications industry before beginning his retirement planning career. Bill began his retirement January 2022.

Bill and his wife Dottie live in Montfort Heights, Ohio. In his retirement he spends time with his family, plays golf, runs, swims and enjoys the study of the stock market.

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OUR ACCOLADES

2022 Best Places to Work Logo
Rosselot Financial BBB A+
AIF
Best of Cincy

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  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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