Services

Offering Comprehensive Solutions

Williams Suncoast Insurers, LLC. is a full service insurance and financial advisory firm. We offer professional portfolio management, financial consulting and insurance services and products. Williams Suncoast Insurers, LLC. customizes each portfolio to the client’s individual goals and needs, no two client portfolios are the same! Below is a list of some of the products and services we offer to make your financial goals a reality.

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes

 

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (B) Planning
  • College Plans
  • Estate Planning
  • Profit Sharing Plans

 

Insurance

Tax Planning

  • Fixed Annuities
  • Fixed Indexed Annuities
  • Life Insurance
  • Final Expense
  • Long Term Care
  • Medicare Health
  • Disability Income
  • Estate Tax Planning
  • Income Tax Planning
  • Capital Gains Tax Planning
  • Small Business Tax Planning

 

 

 

 

 

 

 How much annual income do you need?

If you don’t know what your lifestyle is going to cost you 20 or 30 years from now, relax. Simple rules of thumb indicate anywhere from 60% to over 100% of your current annual household budget; if you can’t decide, start with 80%.

Estate Planning

At a minimum, every adult should have a will, a durable power of attorney, and a health care proxy. A durable power of attorney designates an individual to control their financial affairs if they become incapacitated, while a health care proxy delegates health care decisions to a third person when they are unable to make those decisions.