Financial Strategies Consulting

I found William to be very professional and very generous with his time as he shared his impressive knowledge of creative financial strategies and educated me on optimal investment tools to ensure that I do not run out of money to support my desired lifestyle in my retirement years. He listened carefully to my goals and objectives, then presented several workable plans to help me achieve them, ultimately helping me to narrow down the slate to the most ideal plan for me. Thanks to William I will enter retirement with more peace of mind. I also appreciate the fact that he is extremely personable, available for and fully committed to his clients for the long-term. Thank you, William!

For people who know me, simply allowing William to handle my money says it all! I am impressed with his knowledge of the financial markets, his willingness to present multiple options, and the fact that he listens when I have questions. William is a true professional and a man of integrity.

William has been the source of excellent information and assistance in my retirement planning. He is always willing to provide research under multiple scenarios for multiple companies so that we can make the best choice for our needs. In one example, I had a life insurance policy that was originally part of my 401(k) portfolio. While I was told by another financial advisor that all future premiums should be paid through dividends after 13 years, I was still having to pay 18 years later. William showed my how I could transfer my policy for a higher amount and have my premiums fully paid until my age 90. It was the perfect solution and is just one example of how William has assisted me through the years.

Met William S @ one of his seminars, so happy that I decided to follow through and find out more about his services. I found him to be knowledgeable, trustworthy, and punctual. He demonstraed his vast knowledge of retirement plans, life insurance, long term care, annuities, and more. I was very pleased with the plan he helped us choose for my family and I. He put togather a plan/policy where I will recieve a life time monthly check and have extra coverage for medical expenses if needed. William did not talk over our head, and did not mind re-explaining any information that we did not understand. He provided numerous reference sheets, print-outs and even a book. Thank you for helping us navigate this retirement process.

I am giving William a 5-Star rating because first of all, William has been my financial adviser for two going on three years now. I found on the internet when I relocated to North Carolina for retirement after working in the federal government for 40 plus years. Upon my initial meeting with William, I found him to be extremely professional, friendly, polite,knowledgeable, informative, and attentive to my needs. Unlike other financial advisers which I have had in the past, William listens to what I am saying or requesting, he does his research before getting me to sign over my funds, he thoroughly explains the investment arena including various types of investments specific to my needs; market volatility; market indexes; financial returns; and other areas related to investments. Since taking on William as my financial adviser, my invested funds from my 401 K, as well as funds from other prior investments, I must say, I am extremely pleased with the growth, and how William seems to stay on top of what is going on with my portfolio. Also, I particularly like the fact that William always send me info regarding the market movement and changes, and suggestions for change to further meet my specified needs. William is one of the best financial advisers I have had in quite a while.So far, I am very happy with my portfolio. And of course, with William as my adviser.

William has a wealth of knowledge in financial strategies for retirement. Whatever he presents he has handouts to backup the products. He explained to me my options with life insurance and annuities and helped me to feel comfortable about my decision to invest in both. He contacts me regularly to ask if I have any questions about my statements and also share any new information he has on retirement investment. He is very transparent and wants to achieve the best for his clients.
William is very dependable and is a man of his word. I have complete trust in him and would not hesitate to recommend him to family and friends.

There is simply no one more dedicated and knowledgeable than William. His expertise has far surpassed any of my initial expectations. Whether it's planning for retirement and needing new strategies, to life insurance, and even beyond, William will leave you as the master of your financial destiny.
Thanks to William, I am able to be in a secure position for retirement and my family is covered as well.
I continue to be amazed at all of the options available to make your money really count... and grow!
William's ability to listen to my unique situation and find the policies and strategies that work for me, continue to have lasting benefits...for myself and my family!
Thanks so much for all your hard work, William! You are appreciated.

What a blessing William has been to me and my family. His knowledge of the financial market has secured my future!!
I am now able to live comfortably in my retirement and have the peace of mind that my children and grandchildren will be taken care of.
William is able to find the best rates and financial products for everyone's needs...big or small.
Not to mention that he is personable and fully commits to his clients long-term. I have had William as my financial planner for over 10 years now, and his expertise has literally paid off time and time again.
Want to purchase insurance..no problem, annuities, no problem, long-term care, no problem, or you don't have a clue what you need...NO PROBLEM! William has your back, and I can assure you that you will leave better off than before you started, just by contacting him.
He keeps up with all of the latest market trends so that you don't have to. I continue to benefit greatly from his superb dedication. I am certain that others would have let me fall through the cracks, costing me my financial freedom, but William is ahead of his time.
Had I stayed with other planners, or simply relied on the banks to help me, I would be lost, and probably still working, instead of enjoying my golden years!
Thank you, William, for your commitment to me, my family, and for being so wonderful!

Very knowledgeable and resourceful when it comes to knowing about final expense and what product will be beneficial for your future.

William did a awesome job in explaining to me the different types of insurance , mutual funds, Investment and healthcare. I will recommend William to friends and family who are in need of his services. I give William ten Stars. ð??

We found William to be very knowledgeable and helpful in helping us to increase our income for future years. He was always on time for our meetings and had an answer for all our questions.We would recommend him highly.
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Bill helped my wife and me by clearly presenting options to secure Long Term Care Insurance. He has excellent knowledge of his subject area, and is good at answering questions on a prospect's expressed need.

It's clear Bill is both experienced and up-to-date on products and concepts that will protect especially senior prospective buyers. He is a good communicator, in a group or one-on-one, and very-much a "straight-shooter".

Bill has our recommendation.

William S with Financial Strategies Consulting has been an absolute help to us in our financial planning. He is a true professional following through on all he promises. He is honest and has integrity however the most amazing characteristic is his profound knowledge of the industry which can be complicated and overwhelming. I highly recommend William in any area of protecting your assets and insurance needs.

William has taken the time to explain and to offer different options for leveraging monies to secure our money. He has so many options that I am sure he could and would be a great asset for you.
Thank you William.

It has been my pleasure to do business with William S very knowledgeable he leaves you with a peace about your choices for the next season of your life I will be recommending his services to my family and friends he has made my decisions and choice so easy with great information I feel confident in my choice you cannot go wrong with his experience and well of information. Sincerely

08-28-2019
To whomever it may concern,
My wife and I are extremely pleased with the services of William Smith.
I spent 42 years in the insurance business. I dealt with a lot of financial planners throughout my career.
William Smith is the most qualified financial planner I have ever done business with.
My first pre-requisite of people that I do business with is as follows: " I don't care how much a person knows; until I know how much a person cares". I saw immediately that William Smith makes his clients desires and goals top priority. He looks at the client's personal situation and does the necessary research to provide the perfect solution for each individual.
He represents a tremendous number of companies; and is able to "shop" to provide the best plans for his clients. He offers them a lot of options, as well; and provides the "pro's and "cons" of each one.
He is highly trained and educated; and stays abreast on the latest trends and happenings. He walks his clients through the entire process; and keeps them informed by sending them articles and videos. His service after the sale is excellent! He also gives complimentary education seminars for the general public.
My wife and I would not hesitate to recommend William Smith to any of our friends or family members; and in fact, we have already done so, on many occasions.
Please feel free to use us as a reference. Our contact information is as follows:
*** and ***
***
***, N. C. ***
Home phone:***
Cell phone: ***
Sincerely

I want to recommend William S for his knowledge and understanding of financial strategies. He listened to us and was very helpful . . . spending valuable time with us, and later doing considerable research concerning our particular finances and advising us of the ins and outs of various strategies. I strongly recommend him.

Just a few words to call attention to the insight and wisdom William S has demonstrated in assisting my husband and me in making investment decisions that have already begun paying off. His depth of knowledge is incredible! What's more, he makes that tremendous knowledge and information easy for laymen like us to understand. He wants only what is best for his clients and that is most reassuring to us. 'Nuf said!

Just a few words to call attention to the insight and wisdom William Smith has demonstrated in assisting my husband and me in making investment decisions that have already begun paying off. His depth of knowledge is incredible! What's more, he makes that tremendous knowledge and information easy for laymen like us to understand. He wants only what is best for his clients and that is most reassuring to us. 'Nuf said!

As time came close to the date my husband decided to retire, I met ***. *** is very knowledgeable, friendly, and a good teacher. He explained every program in simple terms so that my husband understood the funds needed and how much money he would make, too. *** showed him Annuities and plans to invest his pension funds so that he didn't lose money and even provided a way to get help in the event he was unable to do 2 of the skills necessary for daily living. These plans help him make money on his investments and also provide income to pay his bills the rest of his life and even have some for his beneficiaries. If it's about money, *** with Financial Strategies Consulting is the man you should contact.