James H. Willis, III - SafeMoney.com

For IMMEDIATE support, call 877.GROW.SAFE (877.476.9723)       

Florida

Contact-image
The Willis Agency, Inc Founder / President
Address:
2647 Narnia Way Suite 101 LAND O LAKES FL 34638

Willis Logo 3 17 17 3


Jim Willis founded The Willis Agency, Inc. more than twenty years ago, and as president he has been fundamental to the business’ growth and direction. His special interest lies in helping people prepare for the retirement years and their unique challenges. For this Jim created Strategies for Successful Retirement, a department that specializes in the financial opportunities and insurance needs of retirement.

Jim’s mission is to create an environment to serve his clients’ financial peace of mind, which includes preserving the past, protecting the present, and planning for the future. With this program, Jim has been helping people establish and maintain their financial security since 1988. Jim is a Certified Senior Advisor (CSA), having completed the extensive CSA course of study on 20 major issues related to retirement. Additionally, he has extensive training in the highly complex areas of Medicare/Medicaid planning, long-term care insurance and the VA Aids and Attendance Programs. He is a member of the Zephyrhills, Wesley Chapel, and the Central Pasco chambers of commerce, and is listed in Who's Who of Executives and Professionals.

For many years The Willis Agency has maintained an A+ accreditation with the Better Business Bureau of West Florida. Jim’s education includes a Bachelor of Science in Theology from Baptist Bible College. He resides in Land ‘O Lakes with his wife Candi, and they plan to be newlyweds for at least 40 more years. Together they have raised 5 children, all now married, and with 10 grandchildren in the family. His hobbies and interests include family outings, church missions, golf, tennis, racquetball, soccer, and traveling — especially serving on church mission trips, which he and Candi do every summer. Jim and Candi attend Myrtle Lake Baptist Church in Land O' Lakes, Florida, where Jim teaches Discipleship Classes and serves on the mission committee. Jim is always looking to share his spiritual life story and would be happy to speak at your church, ministry or civic organization.

Contact this advisor



Other information

Other information:

SafeMoney.com is not affiliated with the financial professional listed on this page. SafeMoney.com holds no liability for any actions, advice, or recommendations given by this financial professional or any decisions made by a client in conjunction with this financial professional. Please conduct your own due diligence before hiring any financial professional.

Proud Member

 FBIC LogoHorizSOFA Logo1LegacyShieldSafeMoney

Contact Info

Safe Money Broadcasting Home no glow img

1107 Key Plaza #450
Key West FL, 33040-4077
1.877.476.9723
(877.GROW.SAFE)

;