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The Power of Tax-Deferred Growth Rightsizing for Retirement

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.


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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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Helpful Content

FIRE Retirement

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement 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 Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

College Savings

See how much you may need to save now to cover future college costs for your child.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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