Bill Goldsmith, Insurance Services

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

With more than thirty years of experience in insurance services, Bill specializes in simplifying complex ideas and presenting them in a clear and concise manner.

Regarding 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, his Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards, and the Chartered Life Underwriter designation from The American College.

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 16th consecutive Pan-Mass Challenge – a two-day, 192-mile bike-a-thon – to raise money for cancer research. He also started and coordinates the Cranberry Country PMC Kids Ride as well as being a member of the Board of Directors for Congregation Agudath Achim.