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    William "Bill" Tiani

    CASL®, CFP®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Bill

    What is your vision of retirement? Do you have the peace of mind knowing you are financially prepared and living life to the fullest? Or, are you spending your time worrying about outliving your money?

    Since 1989, I have been helping to enhance my clients’ lives by combining my experience with the ability and desire to understand what matters most to every client. My clients have unique individual circumstances and they rely upon me to analyze and develop personalized solutions.

    By providing guidance and insight regarding financial alternatives and educating with clear explanations of relevant concepts, I can help transform financial visions into reality.

    Professional Credentials

    • Over 25 years of experience
    • Certified Financial Planner™ (CFP®)
    • Chartered Advisor for Senior Living (CASL®)
    • Million Dollar Round Table (MDRT)
    • National Association of Insurance and Financial Professionals (NAIFA)
    • Financial Planners Association
    • B.S., Business Administration, University of Phoenix

    Services

    • Retirement Planning (Accumulation and Distribution Strategies)
    • Qualified and Nonqualified Plan Implementation
    • Estate Conservation and Family Legacy Solutions
    • Executive Compensation Strategies
    • Business Succession Alternatives 

    Solutions

    • Rollover Options: Pensions, 401(k), 403(b), IRAs
    • Protection Solutions: Life, Disability Income and Long-Term Care Insurance Options
    • Educational Funding (including 529 plans and Coverdell IRAs)

     

     

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    William (Bill) Tiani CFP®, CASL® is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 60 East Rio Salado Parkway, Suite 610, Tempe, AZ 85281-0230, Tel: (480) 638-2100

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, California, Colorado, Connecticut, Georgia, Maryland, Massachusetts, Michigan, Montana, New York, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, California, Colorado, Connecticut, Georgia, Illinois, Massachusetts, Maryland, Montana, New Jersey, New York, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia

    William (Bill) Tiani CFP®, CASL®, Tempe, AZ, CA Insurance Lic.# OD70317

    You Have a Vision
    for Your Future.

    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.

    Still not sure what you need?

    Select a Goal and We'll Help You Get There

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