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 & 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 they have enough retirement assets to distribute via income to last throughout retirement.
United States Air Force
Orange County Community College - Associates in Business
Hofstra University - Undergraduate Studies in Finance
Professional Designations, Affiliations, Licenses and Registrations
Series 7, 63 and 66 Securities Registrations
Life, Health and Accident Insurance Licenses