William Smith has a passion for the Financial Services Industry. He believes in the protection and growth of retirement assets and uses all strategies available in order to achieve the financial goals of his clients. He excels in teaching his clients so they can make informed decisions about their financial life.
William believes in tough love and planning for all three (3) phases of retirement. When you are working there are not many rules to go by but then the closer you get to your FRA the rules change and your goals change.
LICENSES & ACCREDITATIONS
- Federal Retirement Consultant
- Retirement Planning Specialist
- Life / Health & Annuity Licensed
AREAS OF EXPERTISE
- Income Strategies
- Estate Planning
- Life Insurance
- Planning Strategies