Our Services
Discover our Services and our Purpose Power Planning Process
Comprehensive Financial Services, Purposefully Planned
We offer a full range of financial services, designed to empower you to align your finances with your life’s purpose. With a focus on what matters most to you, our approach goes beyond traditional financial planning to create a supportive, values-driven partnership.
Financial Planning and Monitoring
Guidance that grows with you.
Financial planning isn’t a one-time event—it’s a journey. We work closely with you to create a comprehensive plan that adapts as your goals and life circumstances evolve. From budgeting to retirement strategy, we monitor your progress to ensure you’re always on track.
Tax Planning
Strategize for savings and peace of mind.
Taxes can be complex, but they don’t have to be stressful. We provide proactive tax planning strategies that align with your financial goals, helping you minimize your tax burden and keep more of what you earn.
Business Planning
Helping you build and protect what you’ve created.
For business owners, financial planning is essential to protect and grow your enterprise. We offer customized strategies that address everything from succession planning to risk management, ensuring your business is prepared for the future.
Risk Management
Protection for what matters most.
A well-rounded financial plan considers not only growth but also protection. We help you evaluate potential risks and create a comprehensive strategy to safeguard your assets and loved ones from unforeseen circumstances.
Education Planning
Empowering future generations.
Planning for education costs is an investment in your family’s future. We guide you through savings strategies, tax-advantaged accounts, and more to ensure you’re prepared to support the educational goals of those you care about.
Cash Flow Planning
Achieve financial stability and peace of mind.
Understanding cash flow is key to financial well-being. We provide insights into managing income and expenses effectively, ensuring that your finances support your current needs and long-term aspirations.
Purpose Power Planning Process
Purpose Power Planning Process is at the heart of his approach. This guided journey helps you align your financial decisions with your personal values through four key steps:
Awareness Meeting
Gain a deeper understanding of your relationship with money, your values, and your goals.
Blueprint Meeting
Define your unique financial objectives and create a purpose driven roadmap.
Action Meeting
Implement your tailored strategy with clear steps to bring your plan to life.
Checkpoint Meetings
Regular reviews ensure your plan stays flexible and responsive to life’s changes.
With each service, we are dedicated to providing a supportive, judgment-free environment where you feel empowered to take control of your finances and build a future that truly reflects your values.
Purpose Power Planning Process
Purpose Power Planning Process is at the heart of his approach. This guided journey helps you align your financial decisions with your personal values through four key steps:
Awareness Meeting
Gain a deeper understanding of your relationship with money, your values, and your goals.
Blueprint Meeting
Define your unique financial objectives and create a purpose-driven roadmap.
Action Meeting
Implement your tailored strategy with clear steps to bring your plan to life.
Checkpoint Meetings
Regular reviews ensure your plan stays flexible and responsive to life’s changes.
With each service, Billy is dedicated to providing a supportive, judgment-free environment where you feel empowered to take control of your finances and build a future that truly reflects your values.
Don't take our word for it, hear from our clients
These are client testimonials. No compensation was given for reviews. Reviews were left on Google Reviews.
Samia Kreiser
Billy is the absolute best! The care and nurture he provides to his clients is unmatched. Billy's approach is truly high level and focuses on the big picture from every facet possible. Thank you, Billy, for being such a great advocate and partner!
Angela Mast
...If you are looking for a down to earth financial advisor, one who will make you feel completely comfortable and explain things in a way you can understand and that allows for a safe space to ask any questions you have, meet with Billy!
Kelley Hughes
Billy is very helpful and knowledgeable when answering questions and helping with advice. I recommend him.
Brian Almoney
Billy was an ABSOLUTE pleasure to work with! My project had some hurdles and Billy was able to navigate them flawlessly. Highly Recommended!
Andrea Keith
Billy has been extremely helpful with getting my retirement plan set up. He is so knowledgeable regarding the different products available for his clients and he truly cares for your financial plan as if it were his own. I have recommended friends and clients to Billy with confidence and will continue to do so.
Rebekah Leaman
Billy does a great job of explaining complex financial situations in a way that is easy to understand. As someone who is self employed, I’m so thankful that I’ve been able to find a way to save for the future.
Amy Finefrock
I just started working with Billy and feel he is highly personable and a great listener. He takes the time to learn about you and where you are on your financial journey. He doesn't try to sell you anything. He truly looks out for you and where you are currently and where you want to be. He explains his process in detail and puts your mind at ease.
Frances Martinez
Billy Zerillo is a passionate agent, willing to go the extra mile to ensure you and your family are safe. If you are looking for a good listener and honest agent…call Billy!
This material is sourced from believed to be reliable sources. It is not intended to provide tax or legal advice and it is recommended to seek the advice of a tax or legal professional for your specific situation. Some of the content was created by TerraWealth for informational purposes only and does not reflect a solicitation for the purchase or sale of securities. By sharing your contact information, you are giving permission for the recipient to reach out to you using the methods specified. View complete disclosures. Check the background of your financial professional on FINRA's BrokerCheck.