Seeking ways to help achieve financial success? I can assist with personal and business strategies targeted to help achieve your goals. Whether your priority is personal finances, your business, or both, I’m committed to helping you work towards your financial goals.William has over 30 years of experience in the insurance and financial services industry. He offers financial strategies to individuals, families, and business owners. He prides himself on being a great listener and helps his clients use various resources to help meet their individual needs. He has a focus on the financial planning process that includes risk management, (including loss of life) long-term care, investments, planning retirement income, 401(k), SEP & SIMPLE IRA’s, Executive Benefit Strategies, Key Person Insurance, IRAs (Roth, Traditional), and education funding strategies.Education & Credentials• FINRA Series 6 & 63 securities registrations• Life, Accident, & Health, Variable Life & Variable Annuity Insurance Licenses -NC Department of Insurance• Medicare Supplement Long-Term Care – NC Department of Insurance• Property & Casualty License –NC Department of Insurance • Studied Accounting & Finance at Elon UniversityInterests• Member of the Society of Financial Service Professionals and Hawfields Adult Group • Travel• Deep Sea Fishing3321496-012024Securities products offered through Principal Securities, Inc., member SIPC, Des Moines, IA 50392. William Braxton is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
Listed skills include Employee Benefits, Financial Services, Insurance Strategies, Long Term Care Planning Strategies, and 3 others.
