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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. As a certified financial fiduciary, Bill is legally bound to put his clients needs before his own. 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.
Schedule a Call Today!
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
High Net Worth Investing
Retirement Income Planning
Estate Planning
Tax Planning
Volatility Protection Strategies
Maximizing Social Security
Reviewing Life Insurance Coverage
Long Term Care Concerns
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.
Our Team
Bill Andrews
Bill Andrews
"I do what I do because I love helping people move toward a state of 'peace of mind.'"