My name is William Seeley. I specialize in helping my clients financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.
Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.
While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.
I began my career in the financial service industry specifically focusing on life insurance. After my parents were taken advantage of with their own annuity purchase, I decided to change my focus from life insurance to annuities. Since that situation occurred, I vowed to help families make better educated decisions, so the same situation does not happen to them. I take my responsibilities as a fiduciary to heart and have the values of education and ethics at the core of what I do.
For the past decade, I have worked as a coach and educator directly with Phil Town, a New York Times best selling author, and “Rule One Investing”. I work under the philosophy of never losing money, this is very important when it comes to retirement planning. I am understanding of my client’s fears and concerns, and utilize my knowledge to come up with different and unique strategies to help them feel more secure.
I graduated Magna Cum Laude from Sacramento State University, with a degree in finance. Currently, I am living with my wife, Tracey, in Nampa, Idaho. We love spending time with our children and our grandchildren outdoors. Some of the activities we enjoy are skiing, camping, and exploring.
While I am currently living in Idaho, through our advanced technology systems, it is possible for me to meet “face-to-face” virtually online with my clients, as well as, share computer screens so that we are all on the same page. I can show you firsthand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most asked questions in a simple, personalized way. All my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.
Feel free to reach out to me when you are looking for your retirement planning guidance and annuity recommendations. I will be glad to help you reach your retirement goals.
LICENSES & ACCREDITATIONS
AREAS OF EXPERTISE
- Retirement Planning
- Asset Management
- Risk Management