Bill Koehler, AIF®

Meet Bill, a seasoned financial planner and partner at Kingsview Partners, specializing in providing comprehensive financial solutions for business owners and executives. With a strong background in financial planning and a passion for helping clients achieve their goals, Bill is dedicated to delivering personalized strategies that maximize wealth and minimize tax liabilities.

During his tenure at Kingsview Partners, Bill has focused on assisting business owners in optimizing their financial resources and navigating complex tax regulations. His expertise lies in designing tailored employee benefit plans, retirement strategies, and tax-efficient investment solutions to drive long-term financial success.

Drawing on his engineering background, Bill has developed innovative programs to address the unique financial challenges faced by business owners, empowering them to make informed decisions and secure their financial future. As a trusted advisor, he takes a holistic approach to financial planning, considering both short-term objectives and long-term aspirations.

As a partner at Kingsview Partners, Bill plays a key role in contributing to the firm’s success through his exemplary client service and commitment to excellence. He takes pride in delivering results and exceeding client expectations, helping business owners achieve financial peace of mind and build lasting legacies for future generations.

Beyond his professional achievements, Bill enjoys spending time with his family and pursuing his interests in surfing and automotive engineering.

Are you interested in learning more about Medicare options? Read Below to speak with a Licensed Insurance Agent, CLICK HERE.

Navigating Medicare

As a consumer, it’s important to know the basics about Medicare. However, we realize it can be confusing to determine which plan will work best for you – so that’s why Medicare BackOffi­ce® is here to help.

What is Medicare?

Medicare is health insurance for people age 65 or older, under age 65 with certain disabilities and people of any age with end-stage renal disease. Below, we will explain the four parts of Medicare — Part A, Part B, Part C and Part D.

It’s important that you understand the different components of Medicare and carefully weigh your choices. Why? Because your decision will impact many things, from what you pay and which benefits are available to you, to which doctors you can see and the quality of care you receive.

You Have Several Options, Depending on Where You Live. You Can:

– Elect Original Medicare

– Elect Original Medicare and add drug coverage with a Medicare Part D prescription drug plan

– Substitute a private Medicare Advantage plan for Original Medicare

– Substitute a private Medicare Advantage plan that also includes Medicare Part D prescription drug coverage in place of Original Medicare (resulting in an “MA-PD” plan)

– Elect Original Medicare, add a Medicare Supplement insurance plan to pay for any gaps in coverage and add drug coverage with a Medicare Part D prescription drug plan

We understand deciding on a Medicare health plan is one of the most important decisions you’ll make in retirement. We’re here to help.

Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are subsidiaries of Kingsview Partners.

Medicare Backoffice pays a one-time referral fee to KWM of $200 if you select a Medicare Supplement plan and $100 if you select a Medicare Advantage plan.  This referral fee will be shared between KWM and your advisor.

This material has been prepared by Medicare Backoffice. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular course of action. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategies discussed.