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Willis Financial Solutions

7381 West 133rd Street, Suite 208. Creating Strategies to grow, protect and transfer wealth. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. 7381 West 133rd Street, Suite 208. Securities offered through Woodbury Financial Services, Inc., Member FINRA.

http://www.willisfinancialsolutions.com/

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CONTACTS AT WILLISFINANCIALSOLUTIONS.COM

Jerry Willis

Jerry Willis

7381 W 1●●●●●●●● Ste 208

Over●●●●Park , Kansas, 66213

United States

1.91●●●●7983
1.91●●●●7981
jw●●●●●@willisfinancialsolutions.com

View this contact

Jerry Willis

Jerry Willis

7381 W 1●●●●●●●● Ste 208

Over●●●●Park , Kansas, 66213

United States

1.91●●●●7983
1.91●●●●7981
jw●●●●●@willisfinancialsolutions.net

View this contact

Jerry Willis

Jerry Willis

7381 W 1●●●●●●●● Ste 208

Over●●●●Park , Kansas, 66213

United States

(913)●●●●●-7983
(913)●●●●●-7981
jw●●●●●@woodburyfinancial.net

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7381 West 133rd Street, Suite 208. Creating Strategies to grow, protect and transfer wealth. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. 7381 West 133rd Street, Suite 208. Securities offered through Woodbury Financial Services, Inc., Member FINRA.
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Willis Financial Solutions | willisfinancialsolutions.com Reviews

https://willisfinancialsolutions.com

7381 West 133rd Street, Suite 208. Creating Strategies to grow, protect and transfer wealth. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. 7381 West 133rd Street, Suite 208. Securities offered through Woodbury Financial Services, Inc., Member FINRA.

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1

Resources : Willis Financial Solutions

http://www.willisfinancialsolutions.com/resources.cfm

7381 West 133rd Street, Suite 208. Markets at a Glance. Percent Difference (when noted with %) otherwise Last Price. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). How Much Do I Need to Save? Withdrawing Before Age 59.5. HOT TOPIC: Social Security and Medicare Update: The 2016 Trustees Reports. How Much Cash Should You Keep? New Law Requires Notification of Medicare Observation Status. Focused on College Funding. Enticing the Crowd: New Rules for Raising Capital Online.

2

Our Qualifications : Willis Financial Solutions

http://www.willisfinancialsolutions.com/Our-Qualifications.4.htm

7381 West 133rd Street, Suite 208. We have been working with individuals and businesses in the area since 1988. We have extensive personal and professional experience. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. We’re looking forward to using our expertise to help you pursue your financial goals. 7381 West 133rd Street, Suite 208.

3

Our Team : Willis Financial Solutions

http://www.willisfinancialsolutions.com/Our-Team.5.htm

7381 West 133rd Street, Suite 208. Jerry Willis has a deep desire to help people make smart decisions about their money, especially in regard to retirement. Jerry's desire to assist people with their financial situation was sparked right out of college when he worked at a lending company. Jerry saw people in many different stages of life, agewise, professionwise, and financially. So Jerry committed his professional career - over 20 years ago - to this desire. You can find Jerry on LinkedIn. Along with co...

4

Our Services : Willis Financial Solutions

http://www.willisfinancialsolutions.com/Our-Services.3.htm

7381 West 133rd Street, Suite 208. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:. Insurance and annuity products. Fixed and variable annuities. 7381 West 133rd Street, Suite 208.

5

Site Map : Willis Financial Solutions

http://www.willisfinancialsolutions.com/sitemap.htm

7381 West 133rd Street, Suite 208. Long-Term Care Self Insurance. Financial Management Insight: Strategies to Help Build Your Future. Understanding Social Security and Medicare: America’s Retirement Safety Net. Higher Education: College Saving and Funding Strategies. Investing Basics: Embark on Your Wealth-Building Journey. Time to Get Tax-Savvy: Managing Your Tax Burden. Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow. Wealth Preservation: Planning to Leave a Legacy.

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Securities related services may not be provided to individuals residing in any state not listed below. This information is intended for use only by residents of the following states in which the representative is registered:. We are licensed to sell Insurance Products in the following states:. We are registered to sell Securities in the following states:. Arizona, California, Idaho, Michigan, Missouri, Oregon, South Carolina, Texas. Yes, I am a resident. No, I am not a resident.

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Willis Financial Solutions

7381 West 133rd Street, Suite 208. Creating Strategies to grow, protect and transfer wealth. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. 7381 West 133rd Street, Suite 208. Securities offered through Woodbury Financial Services, Inc., Member FINRA.

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