Michael R. Williams (mike) has lived in Prince William county since 1977. Mike has worked in financial services for 32 years and has specialized in “Safe Money” for the last 20 years. Specializing in plans to assist those folks who are in the “preservation” or “distribution” phase of their retirement life.
Mike is an independent insurance and financial professional that offers a variety of safe money and wealth preservation solutions. With over 30 years of experience, Mike is dedicated to providing personalized solutions to suit your needs and your situation. Mike works with the top financial and insurance companies so he can offer his clients the best coverage for them. His clients are located all across Virginia and Maryland giving him a great feel for the financial landscape. Mike designs plans with a focus on compliance, low costs, and tax-efficiency, which he combines with personalized advice aimed at helping clients make better informed decisions.<
From day one we have made it our priority to offer a personal hands on approach. We want to understand your situation and offer a long term solution that makes sense.
- Promptly responding
- Listening to their specific needs
- Focusing on personalization
- Having the best Customer Service