Our Process

The Willis Agency

At The Willis Agency, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 8 critical areas of retirement planning, including:

Our Simple 3-Step Process

Step 1:
Initial Phone Meeting

The purpose of this phone call is to start to understand your situation, needs, and goals.
Step 2:
Discovery Meeting
This is a deeper dive into what your desired outcomes are and what gives your life significance.
Step 3:
Game Plan Presented
Based on your provided information, several options will be outlined that best fit your desired outcomes.

We've Got You Covered

Learn more about how our products can help you.
Call us today to see how we can help!