Most people glance at their financial statements and assume their retirement plan is on track. But a deeper look can reveal opportunities to improve your strategy and give you greater confidence about the future.
Our Color of Money report is a quick, interactive self-assessment that helps you understand your financial picture, identify your risk preferences, and create a clearer roadmap for retirement. Take the first step toward a smarter, more confident financial future.
PRE-RETIREES
You’re nearing the next chapter — and you want confidence that your resources will last. At The Willis Agency, we help pre‑retirees build a clear roadmap: from income planning to risk analysis, so you can retire on your terms.
THOSE PRESERVING FAMILY HARMONY
Today’s financial choices ripple into tomorrow’s relationships. We work with families to create transparent, fair, and sustainable legacy plans — so spouses, children, and heirs understand the “why” behind decisions and stay united rather than divided.
MEDICARE RECIPIENTS
Medicare can feel like a maze. Let our experts walk you through all the parts — eligibility, plan selection, enrollment timing, and cost‑saving strategies — in simple, jargon‑free terms.
Our Services
Retirement Strategy & Risk
Our organization prides itself on providing retirement strategies to Pasco County Florida and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.
Income Planning
At The Willis Agency, we help you turn your savings into a steady, tax-efficient income stream through all three phases: accumulation, distribution, and preservation.
Let’s make your retirement strategy smarter and more efficient.
Enhanced Planning
Disclosure: Our firm does not provide legal advice, and you should consult an attorney for such advice.
Medicare
While there is no shortage of things to plan for in retirement, it’s critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Step 1: Initial Phone Call Meeting
The purpose of this phone call is to start to understand your situation, needs, and goals.
Step 2: Discovery Meeting
This is a deeper dive into what your desired outcomes are and what gives your life significance.
Step 3: Game Plan Presented
Based on your provided information, several options will be outlined that best fit your desired outcomes.
The unique challenges women face when it comes to retirement can be puzzling. Understanding these challenges is key to overcoming them. Piece by piece, you can put together a retirement strategy that aligns with your goals — you just have to know how everything fits together.
We’re proud to be a part of the following chambers and associations.
