Linda Willis


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IFW Certified Professional
Linda Willis Financial Advisor
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Ohio

LICENSES & ACCREDITATIONS

Retirement Income Specialist, Life, Accident & Health Licensed, Annuity & Long Term Care Licensed

AREAS OF EXPERTISE

Retirement Income Planning, Asset Maximization, Wealth Protection, Annuity Specialist

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Linda Willis has a passion to help people prepare for the unexpected and put a strategy in place that has the most probability of success for living the retirement of their dreams. While in her career in corporate roles, she lived through promises of having a pension to no pension and figuring out your own retirement income, she is now dedicated to help others plan and understand their best chance for success

Linda is recognized as one of the Top Professionals in the Financial Industry having earned numerous awards including the prestigious Court of the Table Award through Million Dollar Round Table. She was also recognized as one of the Top 100 People in Finance in 2023.

Her Area of Focus — Optimize Your Income in Retirement!!!

Have you thought about and/or do you know the answers to these questions?

1. How much income will my retirement savings give me?

2. How old will I be when I run out of money?

3. How much will a market crash decrease my income?

4. How much tax will I pay on my qualified plans?

5. How do I prepare for long-term care health expenses?

Start Planning Your Future Today


Take the first step toward your dream retirement! Join our live webinar to explore the IFW Retirement Score and uncover powerful strategies to hit your goals and live the life you deserve. Your path to freedom starts now—let’s make it happen!

REGISTER FOR THE WEBINAR To Live Your Best Life in Retirement