"With a family of my own, building and sustaining generational wealth is a personal goal I share with many of my clients." — Bill Stanage


For 22 years, Bill Stanage and his father were business partners.

When his father died, Bill realized just how much his father shaped his life, and his character. "I lost the best father, friend, and business partner I would ever have," Bill reflects. "I'm committed to living up to the principles my dad exemplified."

Today, Bill is his father's son, and brings their shared values—hard work, dependability, fairness, love of family—to his job of helping business owners get the most out of their benefits planning dollar.

Personalized service makes a difference.

An Albuquerque native, Bill enjoys making others laugh and feel good about themselves. He's the ultimate motivator whose positive energy and warmth bring out the best in everyone he meets.

"Life is way too short not to have fun in what you do each day," he notes.

Away from work, Bill is quite active in the community: he is involved with two local executive associations and the Miss Rio Rancho and Miss Albuquerque Pageants.

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