Brent E. Williams

Background

About Brent E. Williams

As a Retirement Planning Specialist, with Equitable Advisors, I utilize comprehensive financial planning software to help my clients build, manage, and protect their wealth. We live in a world of vast and often complex financial solutions and people are looking for help figuring out which solutions and strategies make the most sense for their financial situation and goals. Solutions and strategies I utilize to help my clients involve retirement planning, risk management, tax efficient investment strategies, life insurance, and estate planning. I create a financial plan that takes into consideration my clients' life goals, risk tolerance, liquidity needs, tax liabilities, and financial responsibilities. Survivorship needs and estate planning typically come into play as my clients’ needs include the best way to protect their wealth from estate taxes and pass on their wealth tax efficiently. My clients value my ability to quantify their specific goals and objectives into a strategic plan that meets their financial needs. Equitable provides me with access to a large network of resources, products, and services to help my clients. KEYWORDS: retirement planning specialist, investment advisor, wealth advisor, wealth management, life insurance, variable annuities, college funding, 529 plan, estate planning strategies, tax efficient investing, Brent Williams, Brett Wiliams, money, MONY, AXIS, AXIA, Equitable, stock options, bonus, doctors, lawyers, vice president, Boeing, Weyerhaeuser, Amazon, Google, Facebook, META, Alphabet