Bill Mulvahill, CFP®, CPA Trailhead Planners LLC
- 4816 Nicollet Avenue, Minneapolis, MN 55419
- (612) 231-1394
- ovyy@genvyurnqcynaaref.pbz
- http://www.trailheadplanners.com/
About Bill Mulvahill, CFP®, CPA
As a partner at Trailhead, Bill Mulvahill provides holistic, tax-focused financial planning to help clients in the Minneapolis area organize, grow and protect their assets through life’s transitions. This includes providing customized financial planning, investment management and tax preparation under one roof. As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind, and I have a legal obligation to provide unbiased and trustworthy financial advice.
Ideal Clients
- Business Executives
- Tax Planning
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
