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What Makes Us Special
Other insurance and financial businesses may focus on products and the out-dated philosophy of "Risk-Reward Planning". That to have more money, you must take more risk. That outlook puts no emphasis on the Effectiveness of Where the Money is. It also assumes that money can only be one-dimensional.
Our office focuses on the Effectiveness and Efficiency of money to help increase your Real Financial Output (income and wealth) while minimizing risk. We also incorporate the "flow of money" which enables money to be more than one-dimensional, in other words, do more than one thing at a time.
To learn more, contact us.
Ages 50 to 65
Everyone wants to retire.
People want to retire, but they aren’t sure if they have enough money. If they know they don’t have enough money, they don’t know how to get more money quick enough to make a difference.
In my experience, most people that have enough money, know that 2% or 3% in guaranteed and fixed accounts usually don't generate enough interest to retire, let alone keep up with inflation. I can help you evaluate your situation.
Health insurance is a major concern with many people, not only what will it cost, but can you get it?
Choosing the proper pension options and understanding Social Security are also critical. Then it all changes at the first death. It doesn’t matter who passes away first, most of the time there is a substantial reduction in income for the surviving spouse. That reduction in income might only be a Social Security but it could also change the pension income. Not knowing about how this all fits together is stressful to think about. Seeing how all these areas work at retirement, how they work in the future and what happens at the 1st death helps eliminate a considerable amount of concern.
Seeing the solutions to each of the concerns makes retirement not only understandable - but possible. We implement “Financial Strategies” so you can focus on enjoying retirement.
Click on one of the links below to get started:
What Makes Us Special
Other insurance and financial businesses may focus on products and the out-dated philosophy of "Risk-Reward Planning". That to have more money, you must take more risk. That outlook puts no emphasis on the Effectiveness of Where the Money is. It also assumes that money can only be one-dimensional.
Our office focuses on the Effectiveness and Efficiency of money to help increase your Real Financial Output (income and wealth) while minimizing risk. We also incorporate the "flow of money" which enables money to be more than one-dimensional, in other words, do more than one thing at a time.
Services:
- Projection of Retirement Income
- Pension Analysis
- Risk Profile - Investment Strategy Report*
- Understanding all the IRA Options
- Thorough explanation of various investments*
- Analyze how the surviving spouse is financially at the 1st passing
Williams Financial Group is the solution.
We address the questions and concerns about retirement through our “Smart Retirement Review” package.
This review:
- Compares your current “Lifestyle Income” to your “Projected Retirement Income.”
- Puts your present financial situation on one page - our visual model.
- Summarizes your retirement accounts and outlines potential income from each of them.
- Analyzes your pension options to show you how to get maximum benefits.
- Discuss Social Security benefits and the special considerations many don’t know about.
- Shows clearly what the financial situation is for the surviving spouse - regardless of who’s death occurs first.
- Has a summary section which identifies
- Problems and concerns specific to your retirement and the solution.
- Places we may find income, either to prepare for retirement or to be able to enjoy retirement more.
Imagine a personalized, bound booklet that contains all the above information in “simple English”. That’s what we can to do for you.
To learn more, contact us.
Ages 65 and Older
Retired and loving it.
You've done your time at work and now you are enjoying your grandkids, traveling a little, playing some golf, and going fishing. But, you are also focused on your income and keeping what you worked a lifetime to build. You have been spending too much time being concerned about the economy, the markets, and interest rates. You know there are some details that you want to address, but they are difficult and who can you trust to discuss them with, honestly? Putting the "rest of it" together isn't done very well, very often. - There is a way!
Click on one of the links below to get started:
What Makes Us Special
Other insurance and financial businesses may focus on products and the out-dated philosophy of "Risk-Reward Planning". That to have more money, you must take more risk. That outlook puts no emphasis on the Effectiveness of Where the Money is. It also assumes that money can only be one-dimensional.
Our office focuses on the Effectiveness and Efficiency of money to help increase your Real Financial Output (income and wealth) while minimizingr risk. We also incorporate the "flow of money" which enables money to be more than one-dimensional, in other words, do more than one thing at a time.
To learn more, contact us.
Regardless of your age, concerns, or financial situation, Williams Financial Group can benefit you.
"WE ARE WHAT YOU ARE LOOKING FOR"
| Williams Financial Group * 1122 N 2nd St * Clinton, IA 52732 |
| Phone (563)242-1885 * Fax (563)244-4763 |
Breton Williams is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of IL and IA.. No insurance business may be conducted outside the states referenced.
*Breton Williams is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of IA, IL, IN, MO, TX, WI, & CO. No offers may be made or accepted from any resident outside the specific states referenced.
Breton Williams is a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser. Offering investment advisory services in the states of IL, IA, MO, TX, FL and WI. These services are intended for residents of those states only.
Williams Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither Williams Financial Group, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.
Breton Williams is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
