NYWIFT Corporate Partner Fortis Lux Financial/William Fischer offers complimentary financial planning to members.
William is an advisor with the Fortis Lux Financial Group of New York, a full service office of MassMutual. He works with NYWIFT members in all facets of insurance, investments and financial strategies. NYWIFT members have the opportunity for complimentary visits with William to review their present financial situation, identify their goals and create a strategy to achieve the goals.
William also offers NYWIFT business owners complimentary benefits consultations. Whether you want to implement your first benefits package (group health, dental, ancillary benefits, retirement plans) or review your present package, William has a full team of benefits professionals that will help you navigate the full maze of cost and regulation.
“My mission is to help individuals develop financial strategies, and achieve those strategies through various financial products that are designed to meet your present and future needs.
My process is simple and will never make you feel embarrassed about your financial knowledge. My primary strategy is to educate you as to where you are versus what you want to accomplish…and what products and services are available to best get you there.
Once your strategy is established, my job does not end. Instead, it shifts into a more service oriented role. Your financial strategy is a fluid, ever changing plan. With that in mind, I will be in regular contact to make sure the plan we set in motion yesterday, is still working just as effectively today. Should we decide, adjustments are necessary, I will present, discuss and implement our decision. Together, we will create a roadmap to take you where you want to be.”
Contact: William Fischer, CFP® at (212) 578-6762 or firstname.lastname@example.org.