Breton W. Williams
Disciplined Retirement Strategies & Investments
My name is Breton Williams. I am a Financial Advisor specializing in Retirement Planning and Investing. My system can help you generate retirement income and protect your retirement savings.
I offer investment strategies for retirees, people who prefer to not do their own financial planning**, and who are looking for an advisor with proven experience, integrity and Midwestern values. I can help you plan and enjoy a rewarding retirement.
How We Are Different
Other insurance and financial professionals may focus on products and the philosophy of "Risk-Reward Planning". Meaning to have more money, you must take more risk. That outlook often fails to put emphasis on the effectiveness of where the money is.
I focus on the effectiveness and efficiency of money to help increase your Real Financial Output (income and wealth) while striving to minimizing risk. I also incorporate the "flow of money" which may enable money to be more than one-dimensional, in other words, do more than one thing at a time.
What we do
Breton Williams and Carina "Cari" Bush are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of IL and IA.. No insurance business may be conducted outside the states referenced.
*Breton Williams is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AR, IA, IL, IN, MO, TX, WI, NC, NE, FL & CO. No offers may be made or accepted from any resident outside the specific states referenced.
**Breton Williams is a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser. Offering investment advisory services in the states of AR, IL, IA, IN, MO, TX, WI, NC, NE, FL & CO. These services are intended for residents of those states only.
First Wealth Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither First Wealth Financial Group, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.
Breton Williams is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
LLlYou can't plan everything in life. Just the important things.