Elizabeth A. Williams, CFP^®

Financial Advisor

Estate & Wealth Planning Inc.

5801 Mark St
Papillion, NE 68133

FINANCIAL ADVISOR'S WEBSITE

www.estateandwealth.com

(402) 331-1429 CONNECT WITH Elizabeth

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We are open to various compensation arrangements, depending on the services provided (ex: one-time projects, hourly analysis, investment management or on-going consulting).

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

IPlanForYou

General

Elizabeth Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Estate & Wealth Planning Inc. in Papillion, NE and the surrounding communities.

Financial Advisor Overview

Estate & Wealth Planning has developed a unique multi-generational approach to your financial success because every season of life requires different planning, investment strategies, and protection. Our team begins with getting a thorough understanding of your specific goals, resources, and concerns. As part of this analysis, we carefully evaluate the needs of your family, now and for future generations.

Financial Advisor Experience

Liz is a second-generation financial advisor. Her father, J. A. Abels, was her mentor and partner for 15 years before his retirement in 2015. This is a rare arrangement in the financial world, one that has equipped Liz with a depth of experience from which to serve her clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Estate & Wealth Planning, Inc. and Cambridge are not affiliated.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Irregular Income, Mutual Funds, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We are open to various compensation arrangements, depending on the services provided (ex: one-time projects, hourly analysis, investment management or on-going consulting).