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Lifetime Income and Wealth Preservation Strategies

Bill Andrews
Author
Speaker
Educator
Advisor
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Find Financial Peace of Mind

In a world where financial fears often go unspoken, Bill Andrews breaks the silence. His mission is to help individuals find true peace of mind by addressing financial fears directly. Rather than letting anxiety about the unknown linger, Bill steers his clients to ponder the right questions. He will work with you to create a personalized plan that alleviates stress. Together, transform financial uncertainties into a clear path to a secure and tranquil financial future.

Points of Financial Concern

  • Retirement Savings: Many individuals worry about whether they are saving enough for retirement and if their savings will last through their retirement years.
  • Market Volatility: Fluctuations in the stock and bond markets and uncertainties about investment returns, especially for those relying on investments for future financial security.
  • Financial Security for Children & Grandchildren: These concerns might include helping family members out when a crisis strikes or opportunities present themselves. Funding college for grandchildren may be a consideration.
  • Being a Burden to Their Children: Leaving a legacy requires proper financial management as well as avoiding financial catastrophes. Insuring yourself against potential unmanageable expenses like extended-care and longevity risk are central to protecting your estate. Where do you begin?
  • Financial Risk: Which risks can be avoided and which ones need to be managed. How do we get other entities to assume our catastrophic risks?
  • Financial Literacy: Lack of understanding about financial concepts, investments, and how to navigate the financial markets can contribute to stress.
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Our Services

Confidence.

Security.

Peace of Mind.

Our approach goes beyond traditional financial advising. We'll guide you in understanding the realities and risks ahead, helping you avoid taxes and losses of all kinds. Together, we'll explore the strategies and financial tools best suited to your needs, building portfolios designed to last a lifetime.

Retirement Planning

Financial decisions to secure a comfortable future after work, including saving, investing, and budgeting wisely.

High Net Worth Investing

Strategic financial decisions and asset allocation tailored for individuals with substantial wealth to maximize returns and mitigate risks.

Retirement Income Planning

Strategizing to ensure a steady stream of income during retirement through smart investment and financial management.

Estate Planning

Arranging the distribution of assets after death to minimize taxes and ensure they are allocated according to your wishes.

Tax Planning

Strategizing to minimize tax liabilities and optimize financial decisions within the legal framework.

Volatility Protection Strategies

Implementing measures to shield investments from market volatility and mitigate potential losses.

Maximizing Social Security

Strategically planning to maximize Social Security benefits during retirement.

Reviewing Life Insurance Coverage

Assessing and updating life insurance policies to ensure they align with current needs and goals.

Long Term Care Concerns

Best practices for preparing for this enormous retirement expense. 70% of all of us will require at least some care during our retirement years. Learn about the most effective but overlooked income producing strategies and modern financial vehicles that address this concern.
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About WSAFinancial

With nearly four decades of experience in securities, banking, and insurance, we bring a wealth of knowledge to the table. Having consulted over 5000 individuals, families, and businesses and conducted approximately 300 seminars, our commitment to your financial well-being is unwavering. We've witnessed diverse financial stories, from transforming the retirement of a low income teacher into a lifestyle of a queen! We have had to console multi-millionaire Fortune 100 executives during market crashes, because their broker lost half of their portfolio.

Our skills are honed through personal experience in navigating the ever-changing landscape of social, political/geopolitical, technological, financial, legal, and lifestyle factors. Your money isn't just an investment; it's a key part of your life, and we excel in managing it within the broader context of your goals and aspirations.

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Podcasts

We believe in guiding our clients to a happier lifestyle on the journey to and through retirement. We are excited to share a few podcasts with you, in hopes that it will give you a better understanding of how we can help you get to the "summit of retirement."

Podcasts available on these platforms!
Additional locations of podcasts

Our Team

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Bill Andrews

Owner/Operator/Advisors

Bill's journey in the financial industry spans close to four decades, including thousands of hours of broad-based formal and informal education. By navigating the complexities of personal finance with each of his clients he has gained incredible insight and understanding that you can only get with experience. As a professional retirement advisor, Bill has honed hi skills in the richest and most volatile environments imaginable.

In addition to financial expertise, Bill has developed philosophies on critical financial matters, addressing questions like risk tolerance, income strategies, retirement accounts, estate planning, debt, and more.

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Beyond Finance

Bill is not just about numbers and portfolios. Outside the financial world, he finds joy in hiking the coasts and forests of the Great Northwest, salmon fishing in the Columbia River, boating in the warm waters of South Florida and the Keys, and exploring diverse cultures worldwide. Bill is an avid cook, reader, and thinker, delving into topics ranging from the The Bible, blue zones, politics and alternative medicine.

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Bill Andrews

Owner/Operator/Advisors

"I do what I do because I love helping people move toward a state of 'peace of mind.'"

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Leslie Husarenko

New Business Specialist

Leslie Husarenko has extensive experience working in the financial industry for the past 25 years assisting top producers with client services. She has tremendous experience with Life products and is a registered insurance agent. She is known for her friendliness and knowledge assisting new clients with our onboarding process, she makes it her mission to address and solve customer's questions efficiently.

Leslie is a proud mom of three and has six loving grandchildren, on weekends you will find Leslie cruising around on her boat enjoying the island life.

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Leslie Husarenko

New Business Specialist
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Lisa Martinez

Case Design Advisor

Lisa has been in the industry for over 18 years. As a Business Development Advisors she helps advisors keep up with the changing market of annuity, life and asset-based LTC products and bring a wealth of product and case design concepts. She compares the many features and parts of each available product options, rates and riders in order to determine which vehicle is the best fit for the advisors clients.

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Lisa Martinez

Case Design Advisor
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James Jurica

CFP® CLU® CHFC® RICP®

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client.

James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.

Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with WSA Financial nor any of it's affiliates. The company, and its investment adviser representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.

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James Jurica

CFP® CLU® CHFC® RICP®
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