William Grundig works with individuals and business owners to conservatively and methodically accumulate assets in the working phase of their lives. While in retirement, William works with individuals and business owners to tactically distribute income from their assets designed to last a lifetime.
Retirement income planning has become the critical theme for individuals closing in on retirement. William utilizes a specialized planning tool to guide and prepare clients to make informed decisions regarding their financial future.
William is a founding member of Dynasty Advisors LLC. As an owner, William understands the realities and nuances of operating a business and strategically preparing for retirement. William Grundig, along with Dynasty Advisors, can help retirees and soon to be retirees, determine if their retirement assets will provide sufficient income to last throughout retirement.
United States Air Force
Orange County Community College - Associates in Business
Hofstra University - Undergraduate Studies in Finance
Thomas Edison State University - Bachelor of Science in Business
Professional Designations, Affiliations, Licenses and Registrations
Series 7, 63 and 66 Securities Registrations *Held Through Commonwealth Financial Network®
Life, Health and Accident Insurance Licenses