Here is what people say about Bill Upson as their financial  advisor:

 

"In over fifteen years of marketing Long Term Care products throughout the United States, it is not often that you have the opportunity to work with an individual and an organization that truly understands the importance of long term care and estate planning.  Bill Upson's book, 'Long Term Care -- Alternatives and Solutions' provides this information in a manner that easily clarifies the need and the solutions.
Tom A. President, A National Marketing Company

"I have known and worked professionally with Bill Upson for over 10 years.  He has advised my clients in several critical planning areas, including long-term care coverages and alternatives.  They and their employees are most appreciative of his direction."
Dave F., Partner

"I recently became a widow and found myself feeling very vulnerable.  My husband had always been quite protective of me and, consequently, I wasn't very knowledgeable about financial matters.  Bill and his staff guided me through everything: investments, a trust, long-term care insurance. . . Now I feel self-confident and much more secure.  Most of all, however, I feel grateful. 
Thank you, Bill!
Martha C., Client

 

"Bill Upson's understanding of long term care allowed my clients to see the size of their liability when I recently completed their estate plan.  His book addresses all the critical issues of proper personal insurance protection for individuals, employees, and their employers.  I find his book very useful in explaining the alternative."
Doug R.,Owner, A Financial Company

"Bill Upson has been a life saver for me.  When several years ago I received a settlement of money . . . I went to Bill.  [He] made all the difference.  Through the years I have been pleased time and again with the choice I made.  My family is grateful as well. . . "
Betsy G.,Client

"Over the years I have found that I need someone I can trust to responsibly handle my personal and business insurance and estate planning needs. Bill has far exceeded my expectations"
Jack K.,President, SureFlow, Inc., Investor & Client

"Bill has shown us many ways to reduce our taxable income and improve the operation of our business."
Bob M., Vice President, G. Press

Regarding "Long Term Care; Alternatives and Solutions," William Upson's first book:

"Mr. Upson has obviously done his homework before writing this book.  I would say it is one of the most thorough books on this subject.  I would certainly recommend keeping a copy of this book in your library if you want to learn more about long-term care.  As a reference book, this one is excellent." 
The Financial Planning Association of the East Bay

   

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