Bill Marsh

RetirementLifeDisability
Written By Gala Smolnikova

Partner & Owner

Bill Marsh

CFP® · CIMA® · CLU® · ChFC® · 29+ yrs

RetirementLifeDisability

Bill brings more than 29 years of financial services experience to Capstan Insurance. A Chartered Life Underwriter and Chartered Financial Consultant, he applies portfolio grade discipline to insurance strategy: coverage that is structured, not sold.

Guides on these topics

RETIREMENTThe three tax buckets, explainedLIFE INSURANCEHow much coverage does your family actually need?DISABILITYYour paycheck is your biggest asset. Is it insured?

All Capstan agents

Gala Smolnikova
Next

Troy Moore