Bill Borton is the founder and managing principal of W.R. Borton & Associates LLC. He is a financial risk management specialist who predominantly serves high net-worth clients. In collaboration with their financial advisors, he designs strategies to minimize the financial risks that extended healthcare poses to their retirement. His passion is about ensuring that his clients can live better, longer.
Bill has over 33 years of experience with helping clients design and implement insurance plans to protect their personal and business assets, provide for income continuation, business succession, estate liquidity, employee benefits and retirement plans. His clients have included business owners, executives, professionals, and high net-worth couples and individuals. He holds the Chartered Life Underwriter (CLU®), Registered Health Underwriter (RHU®) and Registered Employee Benefits Consultant (REBC®) designations from the American College of Financial Services in Bryn Mawr, PA. Bill is a member of the Philadelphia Estate Planning Council (PEPC), the American Association for Long-Term Care Insurance (AALTCI), and the Greater Philadelphia Senior Executive Group (GPSEG), where he served on the Board of Directors and Membership Committee. He previously served as Chairman of the Board of the Burlington County Chamber of Commerce and on the New Jersey Technology Council (NJTC) CFO Advisory Board.
