Independent financial guidance built on trust, experience, education, and a genuine commitment to your long-term financial well-being.
Our Mission
At Streeper Wealth Design and Financial Consulting, we believe that sound financial wealth design is the foundation of a secure and fulfilling life. Our mission is to provide independent, objective guidance that helps individuals and families navigate their financial journey with confidence.
We are not beholden to any single product or institution. Our advice is driven entirely by what is best for you — your goals, your timeline, and your peace of mind.
Meet the Founder
Bill Streeper
William "Bill" Streeper has over 30 years of experience assisting financial professionals in delivering investments, life insurance, annuities, long-term care/linked benefits, and disability insurance products to build wealth and mitigate risk. He designs and implements estate planning, supplemental retirement, and business insurance cases customized for each client. Bill specializes in advanced planning concepts that satisfy the unique needs of business owners, executives, professionals, and individuals.
Bill graduated from Polk State College in Lakeland, Florida. He is a member of Finseca, the Association of Financial Educators, and The American Legion. Bill holds his FINRA Series 6 and 63 licenses and his Life Underwriter Training Council Fellow (LUTCF®) designation. As a veteran of the United States Coast Guard, he is active with local charities and veteran organizations. Bill resides in Naperville Township, Illinois, with his spouse, Jola, an Interior Designer. They have two daughters, one grandson, and Lou, a Cavalier King Charles Spaniel. Bill enjoys his free time with family, exercising, and traveling.