Planprep, Llc

Retire with much greater confidence - Make the best Social Security decision - Save boatloads in taxes - Know your safe spending capacity - Create a proper legacy for your loved ones and favorite charities. My name is Burt Williamson. I’ve helped thousands of people across the country since 1995. clients of my own and those of many other financial advisors. My step-by-step process includes: • Having clients answer my brief, proprietary questionnaire to address the matters that concern them most, followed by a conversation with me of their answers • A thorough review of their investment statements, legal documents, insurance policies, tax returns, and more • Performing a detailed analysis of all their answers on their data using cutting-edge technology from Riskalyze, Morningstar and eMoney Advisor with my expert review of the results • Collaborating with their tax and legal advisors as needed • Calculating how much they can safely spend now and in retirement to either maintain their portfolio or spend it all • Providing an executive summary written in plain English, so anyone can understand it, with a detailed action plan and timeline – I’ve won awards from my colleagues for this • Following up on the implementation, reviewing the strategies, and making changes with the clients as needed This process helps me tailor my services to the business owners, doctors, and executives I serve, so they get on track and stay there in pursuit of their specific professional and financial goals. I am a CERTIFIED FINANCIAL PLANNER TM Professional with an economics degree from Columbia University and an MBA from the University of Connecticut (UCONN).