Helping individuals and businesses with Investment solutions, retirement solutions, Life Insurance/Medicare, Auto and home and mortgage solutions.
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Investments, Insurance and Mortgages.
Featured Interview
Michael Williams | Williams and Associates LLC
What role do you play in your Industry?
- My role is to help families and individuals plan financially with budgeting, investments and income protection needs.
What year did you start in your industry?
- 2009
What Certifications, Degrees, Titles and Experience do you have in your industry?
- Life, Investment, Mortgage Licensed, budgeting certifications.
Why & How did you get involved in your industry?
- I saw a need in our community for accurate and affordable financial planning. Most families start off way behind and commonly get the incorrect advice. My goal is to make sure we're taken care of and building legacy for our families.
What do you love most about your role in your industry?
- Helping someone know they can retire and have a bright future financially.
What is the best advice you have received about how to impact your industry?
- Serve people and you'll have the most impact.
What do you think are the top 3 things that help people excel in your industry?
- Customer service, professionalism and a heart of service.
What encouragement would you give to those who are interested in being in your industry?
- It's hard work as most everything is but absolutely worth it.
What do you think is the most important qualities for people to have in your industry?
- Integrity and being able to make the complicated simple.
What obstacles have you overcome, or are you overcoming to excel in your industry?
- Most people in my industry are in their 60s and don't look out for the best interest if their clients. Clients often believe name recognition means great service and that's not the case at all.
What accomplishments are you most proud of in your life?
- Being able to have work life balance and still be able to impact the community through volunteering in education.
What advice would you give to the younger generation?
- Be willing to learn and start early with great financial habits.
What do you want your legacy to be?
- Helping families obtain generational wealth and close the wealth gap that exists in the country.
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