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Our Services

We offer tailored financial services along with investment management solutions to help you achieve your unique financial goals.

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Services We Provide

Retirement Income Strategies

Retirement Income Strategies

We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

Fee-Based Investments

Fee-Based Investments

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Estate/Legacy Strategies

Estate/Legacy Strategies

We'll help you discover which risks to transfer to an insurance company and which risks can you manage yourself.

 Small Business Solutions

 Small Business Solutions

Learn more about what choices you have as you consider extended-care strategies for you and your family.

College Savings Strategies

College Savings Strategies

With some preparation, we can develop an approach that can help you manage the cost of education for your children.

Products We Provide

Fixed Annuities

Fixed Index Annuities

Variable Annuities

Term Life Insurance

Whole Life Insurance

Single Premium Life Ins.

Universal Life Insurance

Fixed/Index Universal Life Insurance

Brokerage Accounts

Coverdell IRA

Roth IRA

SEP IRA

Simple IRA

Traditional IRA

Mutual Funds

401 (k) Planning

529 College Savings Plans 

Medicare Supplements

Pension Planning

Alternative Investments

Group Benefits

Individual Health Insurance

Individual Long-Term Care Insurance

Home Health Care Coverage

"What Can Willis Financial Solutions Do For You?"

Financial Planning

  1. Cares more about you and your money than anyone who doesn't share your last name.
  2. Guides you to think about areas of your financial life you may no have considered.
  3. Formalizes your goals and puts them in writing.
  4. Helps you prioritize your financial opportunites.
  5. Helps you determine realistic goals.
  6.  Studies possible alternatives that could meet your goal.
  7. Prepares a financial plan and/or an investment policy statement for you.
  8. Suggests creative alternatives that you may not have considered including the best way to claim Social Security.
  9. Reviews and recommends life insurance policies to protect your family.
  10. Assist you in setting up a compnay retirement plan.
  11. Assists in preparing an estate plan for you.
  12. Reviews your children's custodial accounts and 529 plans.
  13. Helps determine your IRA Required Minimum Distribution.
  14. Provides reminders about key financial planning data.
  15. Checks with you before the end of the year to identify any last minute financial planning needs.
  16. Guides you on ways to fund health care in retirement.

Investments

  1. Stays up to date on changes in the investment world.
  2. Monitors your investment.
  3. Reviews your investments in your company 401(k) or 403(b) plans.
  4. Reviews  your existing IRAs.
  5. Converts your investment to lifetime income.
  6. Refers you to banking establishments for loan and trust alternatives.
  7.  Records and researches your cost basis on securitities. 
  8. Provides you with unbaised investment research.
  9. Provides you with personal investment analysis.
  10. Determines the risk level of your existing portfolio.
  11. Helps you consolidate and simplify your investments analysis.
  12. Determines the risk level of your existing portfolio.
  13. Helps you consolidate and simplify your investments.
  14. Can provide you with technical, fundamental, and quantitative investment analysis.
  15. Provides introductions to money managers.
  16. Shows you how to access your statment and other information online.

Taxes

  1. Reviews your tax returns with an eye to pssible savings in the future.
  2. Stays up to date on tax law changes.
  3. Helps you reduce your taxes.
  4. Repositions investments to take full advantage of tax law provisions.
  5.  Works with your tax and legal advisors to help you meet your financial goals.

Person-To-Person

  1. Monitors changes in your life and family situation.
  2. Proactively keep in touch with you.
  3. Serves as a human glossary of financial terms such as beta, P/E ratio, and shargpe ratio.
  4. provides referrals to other professionals, such as accountants and attorneys.
  5. Shares the experience of dozen or hundreds of his clients who have faced circumstances similar to yours.
  6. Helps with the continuity of your family's financial plans through gernerations.
  7. Facilitates the transfer of investments from individual names to trust, or from an owner through to beneficiaries.
  8. Keeps you on track.
  9. Identifies your savings shortfalls.
  10. Develops and monitors a strategy for debt reduction.
  11. Is a wise sounding board for ideas you are considering.
  12. Is honest with you.

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