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Welcome to The Willis Agency!

The Willis Agency

GETTING TO RETIREMENT IS A MUCH DIFFERENT PROCESS THAN GETTING THROUGH IT!


During their working years, people's lives become structured through their careers and families. Employees are told to save part of their earnings through such methods as pensions, IRA's, 401K's etc. And hopefully, they do.

 

A couple of years before retirement and then after people find that their structure disappears and they are "on their own." You prepared your whole life to get to retirement but once there, you find that there are several issues you must face and plans you must make to get through it.


Preserving the Past, Protecting the Present, Planning the Future
Most people don't know where to turn for information on health care, asset protection, retirement income, etc -- specific to the needs of retirement life. Please understand that the laws, the medical care, the financial plans and the problems are specific to seniors and should be addressed by an advisor who has been trained in these areas.


I am a Certified Senior Advisor, trained in the fields that affect our citizens who are looking to- ward retirement. I specialize in assisting people just like you to put financial strategies in place that can ensure your financial security - Strategies For Successful Retirement. We are not just selling a product "we are finding individual solutions for your needs and goals." Contact us for a free, no-obligation consultation today!

Contact Information

The Willis Agency, Inc.

Phone: 813 948 9109

Email: jcwillis3@verizon.net

3246 Benford Place

Land O Lakes, FL 34638

Mission Statement

Our purpose is to work one-to-one with each client to create a strategy for successful retirement using sound financial and insurance planning that will meet their specific desires and goals. We address the "unique problems" and situations that are involved with retirement planning and the "unique solutions" that are available. We want to educate our clients on the responsibilities of money how a strategic plan can help them in years to come. Personal service and a caring spirit for each individual client is a top priority, "for we truly do care for you."

Business By
      "The Book"

Key Verse: I Peter 5:7 "Casting all your care upon Him; for He cares for you"