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 31 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.
Prior to founding W.R. Borton & Associates in 2011, Bill was a partner with a boutique employee benefits brokerage and consulting firm. Prior to that he served as a broker/consultant with a large bank-owned commercial insurance firm. Earlier in his career, he was a disability income specialist with the Northwestern Mutual Life Insurance Company. He began his insurance career on the property and casualty side of the business.
CLU - Chartered Life Underwriter
RHU - Registered Health Underwriter
REBC - Registered Employee Benefits Consultant
AALTCI - American Association for LTC Insurance
PEPC - Philadelphia Estate Planning Council
GPSEG _ Greater Philadelphia Senior Executive Group