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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And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.