Retirement & Estate Planning

Whether you are retired, or planning to retire, a good plan is a great start! I have created THE SECURE PLAN� in order to provide clients with a blueprint to a successfull retirement.

By using THE SECURE PLAN� I can help clients avoid the many potential obstacles that surround retirement and make your decision process both easy and practical. 

As a Certified Financial Planner, and an Investment Advisor, I have been trained to bring together the ideas and information you need under this one easy plan.

I have perfected THE SECURE PLAN� over the past twelve years, and I know first hand that it works and can work for you!  

Here's how it works:

S -   Search all available income options
E -   Ensure that you receive the most in government benefits and pay the least amount of tax
C -   Calculate the income available
U -    Utilize a sound, conservative investment philosophy
R -    Review your income, tax and portfolio quarterly
E -    Enjoy your retirement

 

P -   Prepare your estate considerations
L -   Legalize your will, power of attorney and your health care directive
A -   Anticipate changing lifestyle needs
N -   Network your affairs for the safe transition of your assets to your heirs

 

It may sound simple but it's not easy. The benefits of utillizing a trained professional can make all the difference. Rob Willis' experience and knowledge can provide you with your own SECURE PLAN� for retirement.