WSI Financial Partners, LLC. is a full service insurance and financial advisory firm. We offer professional portfolio management, financial consulting and insurance services and products. Williams Suncoast Insurers, LLC. customizes each portfolio to the client’s individual goals and needs, no two client portfolios are the same! Below is a list of some of the products and services we offer to make your financial goals a reality.
If you don’t know what your lifestyle is going to cost you 20 or 30 years from now, relax. Simple rules of thumb indicate anywhere from 60% to over 100% of your current annual household budget; if you can’t decide, start with 80%.
At a minimum, every adult should have a will, a durable power of attorney, and a health care proxy. A durable power of attorney designates an individual to control their financial affairs if they become incapacitated, while a health care proxy delegates health care decisions to a third person when they are unable to make those decisions.