Our Services

At Willis Financial Management, we work with you to help you establish your overall objectives. We help you focus on your specific goals.







With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you so that you`re confident in and comfortable with the financial suggestions we make.







Some of the Services we offer  access to are:







1) Mutual funds



2) Variable Annuities



3) Individual Retirement Accounts (IRAs)



4) Tax management



5) Tax preparation



6) Investment planning



7) Retirement planning



8) Managed accounts







Through our affiliation with LPL Financial, we can help you implement your investment objectives.  LPL Financial is an independent Broker/Dealer and has access to a full range of securities and investment vehicles.