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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Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
College Savings
See how much you may need to save now to cover future college costs for your child.
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 Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Saving for College 101
Here's a crash course on saving for college.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.