William D Yancey, CLU®Financial Advisor |
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Office: 502-562-2467 462 S 4th Ave Ste 1900 Video IntroductionSign Up for My E-mail NewsletterStay informed on the latest financial security news you can use to help guide your future. Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
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You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, planning for what life may bring is the first step. Choosing someone who has the ability and resources to help address those needs is the next step. Bill is a financial advisor who takes the time to understand your unique desires and goals. It's Bill's job to learn about your accomplishments, your dreams, and the challenges that lie ahead in order to strategically address any gaps in your financial plan. Through a comprehensive assessment of your current situation, Bill helps you prioritize your goals, and develop a workable strategy with clear action steps and timetables. And throughout your lifetime, Bill will help you understand what you need to plan for and protect. You can feel confident that your financial future will be more secure. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure {also called the ADV brochure} and review the terms of the NMIS Planning Engagement Agreement. these may be obtained from Bill .
My MissionAs a Northwestern Mutual Financial Network Advisor, my mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, suggest a solution to help you reach those goals, and show you ways to implement them. Northwestern Mutual representatives Michael Bush, Bill Yancey, and Aaron Young strive to be the premier financial security team for the medical, professional, and business-owner market in the region. Leveraging the strength of each team member, we help our clients and those important to them attain financial security as their needs evole. Michael Bush, Aaron Young, and I , together with our team, are dedicated to maintaining superior resources to give all of our clients exceptional service. Willaim D. Yancey, CLU Northwestern MutualWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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