Retirement Planning

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

It is never too early or too late to start planning for the lifestyle you want during retirement.

Whether you want to travel, take up hobbies you haven't had time for, or just relax and enjoy your golden years, a well thought out plan is needed to turn your dreams into reality.

For most people, financial strategies are complex and confusing. And this often leads to missing out on financial opportunities or taking unnecessary risks without adequate asset protection.

Image of Couple Watching Sunset Retirement Planning Working for Them
Couple Walking on Beach not thinking about Retirement Planning

Everyone has different goals, and financial advice can take many forms. Whether it’s  financial planning, 401k’s/ IRA’s, retirement consultingestate planning, or health insurance, you have choices. At The Willis Agency, we tailor your choices to match your personal needs with a wide scope of services offering proven income building strategies.

We are committed to what matters most to you, having your money last . . . leaving a legacy . . . financial peace of mind. When it comes to your retirement, you need someone you can trust.

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 clients navigate through retirement with his proven "Strategies for Successful Retirement" method. He integrates finances, taxes, insurance and estate planning needs to align with retirement goals, while providing knowledge, clarity and confidence.

If you are seeking to achieve fulfillment, satisfaction, and financial peace in your life, then you may find Jim to be the trusted partner you’re seeking for advice, who can help you move toward your goals and vision.

Retirement Service and Advice offered in many areas, including:

  • Qualified Accounts, IRA’s, 401k’s
  • Estate Planning
  • Various Annuities
  • Social Security Benefits
  • Medicare Planning
  • Life Insurance
  • Long-Term Care Options

Schedule your free consultation today to 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.

Get Your Free Retirement Worksheet