Bill Goldsmith VP Insurance Services

Tele: 774-213-9250
Fax:  774-213-9251
Email: bill@lifetimefinancialstrategiesllc.com

Bill is our VP of Insurance Services at Erock Tax.. With more than twenty-two years of experience in insurance services, Bill specializes in simplifying complex ideas and presenting them in a clear and concise manner.

With regard to business owners specifically, Bill works with them to address the risks and opportunities associated with their companies as part of their overall insurance planning. As a business owner and having managed a family business with more than 100 employees, Bill understands the needs and concerns of Erock’s business clients.

Bill earned his MBA and BSBA in finance from Boston University and his Certified Financial Planner™ certification and Chartered Life Underwriter designation from The American College. He is also a member of the Massachusetts Society of Licensed Insurance Advisers.

In his free time, Bill enjoys spending time with his wife, son and daughter. In addition to being an avid cyclist, this year, he will participate in his seventh consecutive Pan-Mass Challenge – a two-day, 192 mile bike-a-thon – to raise money for cancer research.