Michael Brooks
Vice President at The Willis Agency, Inc
Based in Wesley Chapel, United States
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Seniority
Vp
Department
General Business & Management
Location
Wesley Chapel
Industry
Investment Management
Company size
5
Contact information
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m•••••••@thewillisagency.com
Phone
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Background
About Michael Brooks
I recently joined my wife in the continuation of The Willis Agency Inc. Our company has been helping seniors in Florida prepare for retirement since 1988. We plan to continue the efforts first started by James H Willis in helping people navigate the pitfalls of retirement through tax strategies surrounding social security, as well as assisting with Medicare enrollment and retirement planning and investing. Ours is a Christian business most concerned with offering services based on the needs of our clients and not exorbitant fees charged to them. We only handle safe investing and will neither charge a fee nor lose a dollar. We prepare our clients for retirement, long-term care, and the preparation of their final will and trust. Please contact us to set up a time to review your retirement plan and make the necessary adjustments to maximize it.
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