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William D. Stoskopf, ChFC®, CFP®

William D. Stoskopf, ChFC®, CFP®

Executive Director of Financial Planning

Bill Stoskopf has worked with Michigan Financial Companies since 1995 and is an Executive Director of Financial Planning. He focuses on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly- and privately-held companies. 

As an Executive Director of Financial Planning, he is uniquely qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to help them realize their financial goals.

Professional Designations, Licenses, and Registrations

  • ChFC®
  • CFP®
  • Life, Accident & Health
  • Series 7
  • Series 65
  • Series 24

Memberships & Affiliations

  • Past Chair of McLaren Greater Lansing Healthcare Foundation Board of Trustees
  • Economic Club of Lansing
  • Former Ambassador for the Lansing Regional Chamber of Commerce

Personal Data

Bill was born and raised in Michigan.  He currently resides in Bath, MI with his wife, Rita, and their children, Jessica and Nicholas. He was also the accompanist with the Bath United Methodist Church for 11 years. He is active in the community coaching numerous youth sports programs including baseball, football, and basketball. His office is located in downtown Lansing.