Retirement Income PlanningWealth Transfer & Legacy PlanningFixed AnnuitiesIndexed AnnuitiesLife Insurance
About Michael R. Williams — Woodbridge, Virginia
Michael R. Williams (Mike) is a trusted financial professional serving Woodbridge, Virginia and the greater Prince William County area. With over 32 years of experience in financial services and 20 years specializing in safe money strategies, Mike helps clients in the preservation and distribution phases of their retirement journey.
Safe Money Expertise in Virginia
As an independent insurance and financial professional, Mike offers a variety of safe money and wealth preservation solutions. Working with top financial and insurance companies, he provides clients across Virginia and Maryland with personalized coverage options tailored to their unique situations.
Our Approach
Mike designs retirement plans with a focus on compliance, low costs, and tax-efficiency. He combines this expertise with personalized advice aimed at helping clients make better-informed decisions about their financial future. From day one, Safe Money Solutions has prioritized a personal, hands-on approach to unders...
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Frequently Asked Questions About Financial Advisors in Woodbridge, Virginia
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.