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Broker Check

  Mike Williams

145 East Base Street
Madison, Florida 32340
(850) 973-2037  

It May Be Time for a Financial Checkup Coaches

Mike Williams, Financial Advisor, PAS LLC

Will Your Current Path Lead to Your Desired Financial Destination?

In every area of life our destination is determined by the path we choose not by our intentions or desires.

I help people quantify where they are financially, clarify and articulate where they want to be, consistent with their values and beliefs, and I identify the most efficient path to get them where they want to be. I then coach them along the way to help them resist the distractions that may capture their attention and potentially derail their progress.

Mike Williams can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college funding, building retirement income, or estate strategy, my personalized service focuses your values, wants, and financial goals and objectives.




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Latest Blog Post

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Helpful Content

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

More Than a Paycheck

More Than a Paycheck

Understanding the basics of disability income protection.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

 

The Big Picture–Yellen Walks Steady Line

Spoiler alert:  interest on excess reserves, forward guidance, and asset buys will remain important.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

The Importance of Business Valuation

You know your company inside and out. But do you know how much it’s actually worth on the open market?

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Business Cycle

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Cost of Procrastination

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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