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 Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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