Jay Williamson, CLU®, ChFC®, CFP®

Wealth Management Advisor

A Message from Jay Williamson

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals. Jay Williamson combines his experience with your goals to offer you expert guidance and innovative solutions.

Jay Williamson utilizes a four-step process to help you plan for the future and help protect you if life takes an unexpected turn.

Ask you questions: Before Jay can advise you about any of the strategies that might be appropriate in your situation, he needs to learn about you.

  • Analyze the information: Jay  provides you with a comprehensive plan that compares what you have with what you want and identifies any gaps.
  • Make recommendations: Jay prepares a detailed plan that includes a review of what you have already done, and some recommendations about what you may need to do next.
  • Keep in touch: Nobody's situation stays the same. As yours changes, Jay will review your plan, and perhaps suggest revisions to help ensure that your plan keeps pace with your changing situation.

Jay Williamson is committed to ensuring that your family's needs will be met with care, expertise, and an understanding of your unique circumstances and individual goals.

My Mission

As a financial advisor, Jay Williamson looks first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is Jay's approach to helping you shape it and attain it.

Simply put, Jay's mission is to help you secure your family's or business's future and protect what's important to you.

 


Areas of Expertise

Here are my areas of expertise which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Personal Needs Analysis
    Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.
  • Asset & Income Protection
    Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. Life insurance policies are designed with different needs in mind. Whether you are looking for temporary protection, lifelong protection, an efficient transfer of assets through your estate, or cash value accumulation, my expertise in personal life insurance can help you protect what's important to you, secure your future and improve your life.
  • Retirement Solutions
    Longer life expectancies and early retirements make sound insurance and investment choices essential. I will help you prepare to enter your retirement years. With an increasing number of choices and ever-changing tax laws, the Network offers me access to financial advisors and specialists I can call upon for recommendations and assistance. Pension plans, 401(k) and 403(b) plans, IRAs, Roth IRAs, mutual funds and annuities, as well as variable and portfolio-based life insurance are just some of the alternatives available to you.
  • Long Term Care Planning 

?After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it’s important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Together with our specialists, I’ll assist you in determining your long-term care needs and design solutions tailored to your unique situation.

  • Business Succession
    What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you know how many years you have invested in your business. Wanting it to continue is natural. Because I specialize in business succession planning, I can help you answer these and other questions. Together we can develop a plan to help ensure a smooth transfer of your business.
  • Investment Services
    Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.


 

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Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck