Christopher J Williams, CFP®, CLU®, RICP®
Wealth Management Advisor


Williams & O'Connor Financial Planning Group

 

Our Mission

We help people gain clarity by creating alignment with their values and financial goals so that we can effectively create, implement and manage a long-term financial plan to accomplish their vision of the future.

Our Approach

Your planning table might be empty, or it may be crowded and out of control. Our team can provide the advice you need and the support required to move your plan from concept, to concrete.

Some advisors start with strategies. Some start with a specific solution. We start with a process that services your goals now, and in the future. Clear goals, smart solutions, solid implementation, and ongoing attention to your results. It’s a system that makes sense for goals that matter. Yours.

 

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck