We help clients prepare for their future.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
After many years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Dennis Williams, ChFEBC℠, LUTCF®
Dennis Williams, LUTCF®, ChFEBC℠
Fax: (386) 283-5999
Dennis Williams, a Florida native residing most of his life in Northeast Florida, has an extensive business background. With expertise as a general contractor in Jacksonville, experience in the service industry and as a business owner, he is uniquely qualified to understand the needs of his clients.
Beginning in 2007 Dennis has specialized in Retirement income planning, investment advising, life and health insurance. He holds an earned LUTCF designation. As a Florida licensed Independent Insurance Agent and an Investment Advisor Representative, Dennis has access to a myriad of strategies and companies that cover a large scope of financial solutions.
With an innovative and tactical approach to investment strategy, he strives to offer his clients growth while managing the downside market risk potential. Dennis is committed to understand each client’s financial, investment and retirement goals then fully integrate those goals into the recommended strategies. As an independent investment advisory firm, many investment options and vehicles are used to create robust model portfolios that span varying levels of risk. With Inspire Advisors, LLC and Dennis’ firm, WSI Financial Partners, LLC, managing your investment portfolio, your account can now benefit from making a tangible impact in three ways: (1) influencing Wall Street by supporting good companies and selling bad ones; (2) providing a powerful voice to corporate America on behalf of biblical values through Inspire’s shareholder engagement efforts; and, (3) through Inspire Investing’s Give50 program, which donates 50% or more of their corporate net profits to Christian ministries.
Dennis is Past President of the Ocala National Association of Insurance. In 1996, Dennis graduated with a Master of Music degree from Southwestern Baptist Theological Seminary and is an ordained minister. Dennis has been married 40 years to his wife Pam, is the father of 3 adult children and “Pop” to 11 grandchildren.
Life and Health Insurance Agent
Fax: (386) 283-5999
Pam Williams, a native of Rome, GA is proud to be a “Florida Transplant” since 1978. She earned a Bachelor of Music Education degree from Berry College in 1977. Pam has an extensive background in education as a special education teacher, an elementary/secondary classroom teacher, elementary music teacher and in leading and directing children’s choirs for over 40 years. She has taught in public, private and parochial schools in Georgia, Florida and Texas. In 1979, Pam began her most important career as the mother of her son Christopher and later daughters Tracey and Kelley. She was a “stay-at-home” mother, private piano instructor, an educational seminar leader and part-time children’s choir coordinator for many years.
Pam has played a vital role in the businesses she and Dennis have owned since 1988. In 1995 she joined the staff of Southwestern Seminary as the Secretary to the Dean of the School of Music. In 1997, the family returned to Florida where Pam continued her career in education becoming a freelance writer for several publications of Lifeway Christian Resources. Music has been a big part of her life including teaching numerous conferences for children’s choir leadership throughout the US and in 2006 in Kuala Lumpur, Malaysia and Sydney, Australia. She has actively taught summer music camps for older elementary music students in Florida and Alabama.
In 2007, Pam joined Dennis in his business as a state licensed agent primarily advising Medicare beneficiaries regarding their health insurance options. Pam has been active in the National Association of Insurance and Financial Advisors (NAIFA), serving as a Director and Secretary/Treasurer for the Ocala Chapter. She is a graduate of NAIFA’s Leadership in Life Institute (LILI). As a Managing Member of Williams Suncoast Insurers, she is responsible for administrative functions, database support and marketing in addition to her role as agent. Her voice will welcome you when you call.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
We can help you address your needs of today and for many years to come. We look forward to working with you. Find out how we can help you. Schedule a complimentary introductory meeting.