Discover Bill Biggs, a Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), Certified Senior Advisor® (CSA®), Certified Insurance Counselor® (CIC®) and Certified Financial Fiduciary (CF2) based in Denton, Texas. Offering financial planning, tax consulting, mortgage lending, and educational workshops for individuals, businesses, and community organizations.
Bill Biggs is a seasoned financial advisor and educator based in Denton, Texas, with decades of experience helping individuals, families, and businesses make sound financial decisions. He attended Texas A&M and then the University of North Texas where he graduated with a degree in business. After Bill obtained his Certified Financial Planner™ (CFP®) designation he was recruited by EF Hutton and Company to become a member of their Financial Advisors team in a division specializing in comprehensive financial and tax planning for high-income clients and business owners.
Following the merger of EF Hutton with Shearson Lehman and American Express, Bill launched his own financial planning firm, Biggs and Biggs Financial Architects, which later became known as Affiliated Advisors, operating under Affiliated Advisory Services LLC.
Today, Bill serves as the owner of Affiliated Financial Advisory Services LLC, a trusted business and tax consulting firm. He also leads Affiliated Financial Services Inc., doing business as Affiliated Mortgage Lending, where he serves as President and Broker. His professional credentials also include being licensed as a mortgage, real estate and an insurance broker, allowing him to serve clients through a truly comprehensive and holistic financial services model.
Professional Development
- Certified Financial Planner™ (CFP®)
- Chartered Life Underwriter® (CLU®)
- Certified Senior Advisor® (CSA®)
- Certified Insurance Counselor® (CIC®)
- Certified Financial Fiduciary (CF2)
Educational Leadership
In addition to his consulting work, Bill has had a long and impactful career in financial education and community outreach. He served on the faculty of the Dallas Community College District, teaching his signature course, “You & Your Money,” at multiple campuses including El Centro, Brookhaven, Northlake, Mountain View, and Eastfield Colleges.
His commitment to public education extended into the corporate and nonprofit sectors, where he has conducted financial workshops for a wide variety of organizations, such as:
- American Airlines - City Governments of Mesquite and Denton - Richardson Education Association and Richardson Secretarial Association - Denton Independent School District and Denton Parks & Recreation - Farmers & Merchants State Bank, Ohio Rubber, and Moore Business Forms - North Texas Adult Education Services - Preston Hollow Presbyterian Church and Faith Kingdom Church of God in Christ
Bill has also been a guest lecturer at both Texas Woman’s University and his alma mater, the University of North Texas.
Workshops & Course Offerings
Available to groups (churches, employee groups, investment clubs, etc.) at no cost:
- How to Minimize or Eliminate Taxes on Social Security
- How to Make Your Retirement Income Tax-Free
- The Good, the Bad, and the Ugly of Reverse Mortgages
- How to Buy Real Estate with Little or No Money
- How to Kiss Your Landlord Goodbye
Personal Mission
Bill Biggs has built his career around one core mission: to educate, equip and empower people with the tools they need to achieve financial independence and stability. Whether he’s advising a business owner on tax strategies, helping a first-time buyer secure financing, or guiding a retiree toward a tax-free income stream, Bill brings experience, integrity, and a passion for teaching to everything he does.