Ours is not a one-size-fits all approach. We offer retirement, estate and education planning, portfolio management, life insurance, and long-term care insurance.
Our Products and Services
Personalized to You
Financial planning is not a one-size-fits-all proposition. At E. A. Williams Retirement Income and Estate Planning, we customize our services to you. We’ll work closely with you to help you understand your current financial situation and future goals, then help you create an investment strategy to ensure your finances are on track to get you where you want to be when you want to be there.
Fiduciary Financial Planning
Whether you are saving money for your children’s educations, planning for retirement, or working out your estate, you’ll have the confidence that comes from partnering with a financial planner that has your best interests in mind. At E. A. Williams Retirement Income and Estate Planning, we don’t just offer you financial options, we provide you with real solutions that will help you realize your goals.
We’re Invested in You
Knowing when you’ll need access to your money will determine how aggressively you must handle it in order to bring your plans to fruition. We’ll work with you to determine how much money you need to save, how best to invest it to achieve the needed rate of return in the specified time period, what kinds of insurance best suit your goals, and more. Don’t trust your financial future to just anyone, work with a professional who is invested in your success. Call E. A. Williams Retirement Income and Estate Planning today!
RETIREMENT PLANNING
When can I realistically retire? Based on current investment strategy and desired retirement age and income, I will make recommendations to help meet your needs.
EDUCATION PLANNING
College costs are at all-time highs and increasing. There are many options to help ensure that you or your children have the education needed to compete in today’s economic environment. I will review these options with you and help you to determine the most appropriate strategy for your family.
ESTATE PLANNING
Do you want your family’s Inheritance left to family or the government? If your answer is family, I will work with you and your estate planning attorney to make sure these strategies are properly coordinated to ensure your assets are preserved and distributed according to your wishes.
PORTFOLIO MANAGEMENT
Is your portfolio properly invested to suit your short- and long-term goals? This should be looked at often. I will do a full review of your current portfolios and provide you with recommendations based upon your specific needs, circumstances, and objectives.
LIFE INSURANCE PLANNING
How much life insurance do I need? What type of insurance will best protect my family? These are the questions I will help you to answer.
LONG TERM CARE PLANNING
I will help you determine the best approach to make sure that you are comfortable in the event you need long term care assistance.
As a Registered Representative of Cambridge Investment Research, I can also offer:
- Mutual Funds
- Stocks Bonds
- ETFs
- Variable Life
- Variable Annuities
Contact Us
Today
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.
Contact Us
9208 FALLS OF NEUSE RD. SUITE 111
RALEIGH, NC 27615
919.247.0969
3840 ED DR. SUITE #100
RALEIGH, NC 27612
919.247.0969
By appointment only
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.