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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

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Making Sense of HSAs and FSAs

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

 

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

How Compound Interest Works

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

How Long Will My Savings Last If I Become Disabled?

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

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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