About Us
Guidance You Can Trust. Planning That Lasts
Personalized Financial Guidance in Mooresville, NC
At HOWARD FINANCIAL LLC, we believe financial planning should be personal, purposeful, and built around your future. We provide personalized financial planning, retirement planning, investment management, and wealth management guidance for individuals, families, professionals, retirees, pre-retirees, and business owners.
Retirement Planning
Develop a personalized retirement strategy designed around your goals and future needs.
Wealth Management
Build, manage, and preserve your wealth with personalized financial strategies.
Investment Management
Create investment strategies aligned with your financial goals and risk considerations.
Estate & Legacy Planning
Plan for wealth transfer, beneficiaries, legacy goals, and future generations.
Meet Bill Howard
Meet Bill Howard, Financial Planner Since 1980
Bill has been practicing as a financial planner since January of 1980. He started with Waddell & Reed, where he served as a Financial Planner, District Manager, and Division Manager.
In January of 1990, he joined Advantage Capital, which was purchased by FSC Securities, and served as a Financial Planner and Division Manager. In May of 2014, he formed Durant Wealthmanagement and Advisory Services, LLC, a Registered Investment Company. All client assets are held at Charles Schwab.
Bill earned his CFP® (Certified Financial Planner) designation in 1986. He has also been a CHFC® (Chartered Financial Consultant) since December of 2009.
Planning Since 1980
Practicing as a financial planner since January of 1980.
CFP® Designation
Earned the Certified Financial Planner designation in 1986.
CHFC® Designation
Chartered Financial Consultant since December of 2009.
How Its Work
Our Proven Process for Your Financial Future
We follow a personalized process to understand your goals, develop your strategy, and provide ongoing financial guidance.
01.
Discover Your Goals
We learn about your finances, priorities, goals, and long-term objectives.
02.
Build Your Strategy
We develop a personalized plan for retirement, investments, wealth, and goals.
03.
Guide Your Progress
We implement your strategy and provide ongoing guidance as needs evolve.
Why Choice Us
Experience the Difference With Personalized Financial Guidance
At HOWARD FINANCIAL LLC, we create personalized financial strategies around your goals, priorities, and long-term needs. Our thoughtful approach helps you make informed decisions, prepare for retirement, manage investments, build wealth, and pursue greater financial confidence.
Long-Term Focus
We develop thoughtful strategies designed to support your financial goals for years ahead.
Investment Guidance
We provide personalized investment guidance aligned with your goals and risk considerations.
Local Expertise
We proudly serve Mooresville and surrounding Lake Norman communities with personalized financial guidance.
Plan With Confidence. Live With Purpose.
Whether you’re preparing for retirement, managing investments, building wealth, or planning for tomorrow, Howard Financial LLC provides personalized financial guidance designed around your goals and long-term financial future.
Individuals, families, professionals, pre-retirees, retirees, and business owners can benefit from personalized financial planning tailored to their goals and circumstances.
Yes. Howard Financial LLC provides retirement planning for individuals and couples in Mooresville, Davidson, Cornelius, Lake Norman, and surrounding communities.
Retirement planning may include retirement income planning, 401(k) planning, IRA planning, retirement account reviews, rollover guidance, and retirement distribution strategies.
Howard Financial LLC offers investment planning, investment management, portfolio management, asset allocation, portfolio reviews, and investment strategies based on individual financial objectives.
Regular portfolio reviews can help ensure your investment strategy remains aligned with your goals, changing circumstances, time horizon, and risk considerations.
FAQs
Answers to Your Financial Questions
Explore answers to common questions about financial planning, retirement, investments, wealth management, and personalized financial strategies from Howard Financial LLC.