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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

Read the latest financial commentary and market analysis.

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How Confident Are You?

Take this short quiz to learn how confident you are and how you can improve your confidence.

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Helpful Content

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

 

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Tying the Knot

With the right planning, you can build confidence in the life you’re building together.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Benefits of Life Insurance

Discover the benefits whole life can provide during your different life stages.

Social Security: Five Facts You Need to Know

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

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

A Look at Systematic Withdrawals

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

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5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Inflation and Your Portfolio

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

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