Retirement Income & Estate Planning
Ensure Your Financial Future
You have personal financial goals, and E. A. Williams Retirement Income and Estate Planning is here to help you reach them. Our team provides retirement income and estate planning services in Raleigh, NC and the surrounding area, as well as a host of additional services, such as education planning, portfolio management, life insurance planning, long-term care planning, mutual funds, and more. Contact us today to lay a solid foundation on which to build your financial future.
At E. A. Williams Retirement Income and Estate Planning, our goal is to help you understand your options when it comes to planning for the day you decide to step down from your career and enjoy the fruits of your labor. We want you to feel comfortable with your investments and confident that you can retire comfortably when you’re ready. Professionals, individuals, and families depend on our sound guidance for the solid financial growth they need to live well throughout their golden years.
E. A. Williams Retirement Income & Estate Planning thrives on helping our clients to achieve their personal financial goals for retirement, as well as other financial planning situations.
The Benefits of Working with E. A. Williams Retirement Income and Estate Planning
- Honesty and Discretion: Our services are personalized to your specific needs and goals, which means we’re going to need to get to know you, your future plans, and your current finances. You can trust that we’ll guard that information carefully and share it only at your will. Our success is built on your success, after all.
- You Are in Control: Because this is your financial future, you are in full control of how you manage it. We are here to understand your objectives and offer advice on how to meet them. You can trust that the information we provide you with is accurate; we want you to be fully informed as you make financial decisions.
- Experience: I have more than 20 years of experience as an independent financial advisor, and have previously worked for Merrill Lynch, Prudential Financial, and Lincoln Financial Securities. I am keenly aware that the stock market is cyclical and requires a long view to see solid returns.
- Access: Life is all about change, some of it unexpected. It’s important to meet regularly with us concerning your financial situation, investment performance, and to see if your plans have changed in order to ensure you are still on track to retire when you hope to do so.
Left to right (John Caso, CFP Securities Supervisor- Teresa Courts, CFP Life Case Design- Andre Williams, Retirement Income and Estate Planning- Joanne Martel, Life Underwriting Specialist- Marc Lopresti, CFP)
About Andre Williams
For over 20 years I have been working with families, individuals and business owners to provide professional Retirement Income and Estate Planning advice. Educating clients in a way that is easy for them to understand as well as making myself accessible to provide top customer service as a trusted advisor is a staple in my practice and will continue too always be.
I graduated from the University of Pittsburgh in 2003. While at the university I played baseball all 4 years for the Panthers. I currently reside in Raleigh, NC with my wife Eliza and daughters Aura and Auzie. Among the things our girls enjoy are School, Cheer, soccer and dance. As a family we are members of North Raleigh United Methodist Church and The Country Club at Wakefield Plantation.
Retirement and estate planning don’t have to be difficult, but they do require knowledge and diligence to be done successfully. Contact us today to learn how we can put your money to work for you.
Investment Advisory Services offered through Investment Advisor Representatives Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of NC, VA, MD, OH, PA, NJ, MI, SC, FL, OR, ND,CO, CA, MS. Cambridge and E. A. Williams Retirement and Estate Planning are not affiliated.