Advisor | Mentor
William Schuette is an advisor and mentor for Clarity 2 Prosperity. As a financial coach, he works at The JL Smith Group, providing a holistic approach to financial planning. Schuette is an Investment Advisor Representative (IAR) of Prosperity Capital Advisors and has spent more than 13 years coaching people with their transition into retirement.
Uniquely qualified to help the growing number of baby boomers, Schuette is life and health insurance licensed and has earned a National Social Security Advisor certification from the National Social Security Association. The NSSASM certification allows him to counsel clients on the ways to claim Social Security benefits in order to optimize lifetime income. Schuette continues his Federal employee benefits training annually which allows him to work with federal employees and their families to optimize retirement.
Schuette witnessed early in his career how financial advice with no consideration to taxes could negatively impact one’s overall financial situation and lead to investment “gains” being completely wiped out by tax liabilities. Now he focuses on the holistic approach when it comes to financial planning, looking at the big picture of how investments, insurance and taxes can efficiently work together to build a holistic financial plan.
He currently resides in Avon Lake, Ohio and is active in community service and enjoys traveling and spending free time with his wife and two children.
- Founder of The 611 Group Tax & Wealth Advisors in Evansville, IN
- Maintains multiple office locations in Indiana and Ohio
- A Top Revenue Producer for C2P over the last five years
- Pickleball enthusiast
- Coached tennis professionally for over 20 years