Qualified Accounts

Preserving the Past · Protecting the Present · Planning for the Future

A lot has changed over the last fifty years with company sponsored pensions, and personal investment opportunities.

If you are like most people approaching retirement, you probably come to this stage of your life with a variety of options for the retirement you have always dreamed of.

You may have a Pension Plan, 401K, 403b ,457, IRAs, and/or Qualified Annuities.

You may have pursued more than one career and have various benefits still intact. If you are married, your spouse may have a similar accumulation of financial products.

Pic of Three Stacked Qualified Account Blocks
Green Board with Qualified Account and Related Words On It

You may also have a Traditional IRA, a Roth IRA, or even a Rollover IRA you have moved from another retirement plan such as an employer-sponsored 401(k), or 403(b).

When can you take full or partial distribution of those funds? Should you re-invest, or pay off the mortgage? What, if any, is the tax requirement?

Now is the time to inventory all those pieces and identify the best course of action to fund and protect those very special retirement dreams.

James H. Willis, III is the President and Founder of The Willis Agency, based in Land O' Lakes, Florida.  Since 1988, Jim has focused on helping his clients not only get to retirement, but also through retirement with his proven method "Strategies for Successful Retirement".

Jim integrates finances, taxes, insurance and estate planning needs to align with retirement goals, while taking the time to explain how Government programs such as Social Security and Medicare figure into your retirement plans.

At The Willis Agency we understand everyone has different goals.  As an independent agent Jim is licensed with multiple companies. His agency offers numerous plans tailored for each individual based on personal choices and needs.

We are committed to what matters most to you.

Schedule your free consultation today and start planning your successful tomorrow!

Caroline

"Jim has helped us for over 14 years but never as much as when my family and I needed him during the illness and death of my husband. He has not only been our financial advisor, but a friend and confidant and has been there every step of the way... Thank you so much Jim."

Rick & Susan

"When it suddenly hit me that retirement wasn’t so far away, I called Jim for help. We went over all my finances, talked about the plans my wife and I had for retirement, our hopes to travel, to leave our children an inheritance, charitable giving, even our health. Jim recommended a strategy that will give us a lifetime income and allow us to do most of what we hope to do. Thanks Jim!!!"

Wayne & Colleen

"We have found Jim to be sincere and honest which is so important to us. As we have gotten older, our desires and needs have changed, but all of the products Jim recommended to us have served us well. We are very happy with his services."

Dave & Sara

"We met Jim after we’d been retired a few years, and just asked him over for a friendly Estate Review... Jim showed us that unless we changed our spending and investments, in 12 years we would be completely out of funds. Jim spent many hours with us setting up a new financial plan, not only securing us the lifestyle we wanted, but covered our future plans."

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.

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