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Agenda Financial About Us

Agenda Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security for financial independence.

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realize their long‑term dreams.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.


For over 39 years, Bill Midler has been providing his clients with valuable financial products and solutions. As one of the premier financial professionals in today’s retirement income market, he specializes in tax advantaged and wealth transfer strategies that meet the needs of his clients in various stages of retirement.

For nearly four decades, Bill Midler has demonstrated a remarkable ability in helping clients understand the features and products available in today’s complex financial environment. Bill routinely facilitates the ever-changing world of income planning in retirement and the latest strategies designed to meet the needs of those in or near retirement.

Mr. Midler is also well versed and has been helping Veterans and their families get access to benefits through the Aid & Attendance program for years. He is a member of Disciplined Advisor Network and also a member and educator of the Wealth and Wisdom Institute, representing some of the most highly rated financial institutions in the country.

Bill Midler

William Midler


Get Your Copy!

I, along with a nationwide team of financial services professionals, are on a mission to help get One Million People Out of Debt and Create Wealth One Family at a Time.

If you’re interested getting out of debt, building wealth, or becoming financially independent—this book is a must read!

Call 1 (800) 797-0442 to Request a Free Consultation