Mission Statement
The mountain logo symbolizes my mission. The climb represents all the years we accumulate assets for retirement. The descent represents the drawdown of funds that need to last for a lifetime. In life, eighty percent of the deaths on Mt. Everest occur on the descent. Likewise, in the world of finance the majority of danger occurs during retirement. It is my privilege to assist others in establishing a personal pension program (descent) that will provide a guaranteed paycheck for life.
The decisions that you make five years prior to and five years after retiring will determine the ultimate success of your retirement journey. Please consider scheduling a complimentary thirty-minute discovery appointment with me.
John Williams
President, Summit Insurance Plans
Everyone has his own life story, circumstances, and challenges. My goal is to address those challenges individually. I take time to understand your situation, providing you with fact-based options that address your particular needs. As a firm believer in the Bible verse, “As each man sows, so shall he reap,” I always strive to put your interests first and treat you with kindness and integrity. Helping others become wise about their choices and free of monetary stress is what motivates me daily. I encourage you to take advantage of my 40 years of experience in the financial industry.
On a personal note, my wife and I have been married for 43 years and are blessed with seven children and many grandchildren. When I’m not helping others, you can find me working on my personal fitness or cheering on my favorite sports team.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.