Understanding Today's Financial Environment
Welcome, I’m William Connington III, a Financial Wealth Advisor with offices in Fairfield, NJ and Sarasota FL, I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.
I have over 30+ years of experience as a Wealth Advisor in the area of financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life.
Putting Clients First
A belief in the inherent responsibility of putting clients first is at the heart of how I do business. I am dedicated to preserving and enhancing your wealth while adhering to your financial goals, your comfort level with investment risk and your time frame.
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Client Value Proposition
I help clients manage and generate wealth, worry less about money, live their lives to its fullest and plan for life transitions, all while maintaining their risk and return needs. To better allow my clients to enjoy life without financial worries.
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Investment Services
Because with proper planning, financial security is a dream that can come true.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Surprises
Making the most of surprises is a great reason to work with us.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.