EMERALD ADVISORS

Emerald Advisors is an independent firm with more than 35 years of experience providing assistance and guidance to clients around the United States. Dedicated to doing the right thing for clients, Emerald Advisors works hard to match each unique client with a wide array of strategies that best meet their needs, objectives and risk tolerances. 

Our strategies are custom designed to help you meet your goals so you can live your life confidently.
Let us put our experience to use for you. Give us a call at 603.851.1907 today.

ABOUT

William Klein, also known as Bill, is the president and founder of Emerald Advisors, a retirement income planning firm providing clients with many reliable products, services strategies they can be confident in. Bill has been working in the industry for more than 35 years and strives to consistently provide clients with recommendations that meet or exceed their expectations.

SERVICES

Our service offering helps protect your retirement income from unexpected events while assisting you with setting and reaching your retirement and personal goals so you can live confidently.  
  • Business succession planning.
  • Disability insurance planning.
  • IRA rollovers.
  • Life insurance. ​
  • Long-term care.
  • Medicaid planning.
  • Retirement income planning.
  • Social Security maximization.
  • Tax-efficient strategies for individuals.

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17 Pondfield Road
Bedford, New Hampshire 03110

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Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
* Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.  Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.
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