Nancy Williams, Senior Financial Services Representative

Nancy Williams, Senior Financial Services Representative I help you achieve financial fitness to live well today, plan for tomorrow, and retire you way.

My goal is to provide business owners, individuals and their families with assistance in working towards their financial future. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
06/01/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

U.S. Service Members should consider taking advantage of programs that are available.
05/29/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
05/27/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Are you ready for school—again?
05/25/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Learn the language of life insurance.
05/22/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
05/20/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
05/18/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
05/15/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Does your business have a retirement strategy that fits your short, long-term needs?
05/13/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
05/11/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

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Durham, NC
27705

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+19199435577

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