Marty Williams-Financial Advisor

Marty Williams-Financial Advisor To better serve you and provide advice based on your specific needs, please enroll in my Social Updates program.

This allows me to be notified and offer advice when you may be going through an important life event, based on your Facebook posts. Click to enroll https://optin.hearsaysocial.com/197/group/123922/optin/ Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: Arizona & New Mexico ‎2. ‎ Disclosure: http://www.mutua

lofomaha.com/disclosure/ ‎ ‎3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). ‎ ‎4.‎ Mutual of Omaha Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ ‎6.‎ This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

You've learned how to build a solid foundation for your finances, now let’s keep the momentum going! Regular check-ins, ...
04/02/2026

You've learned how to build a solid foundation for your finances, now let’s keep the momentum going! Regular check-ins, smart strategies, and mindful habits will help ensure you're always on the path to success. Remember: consistency is everything.

Is your financial strategy on track? Make it a habit to review and update your strategy quarterly or annually. Regular c...
03/30/2026

Is your financial strategy on track? Make it a habit to review and update your strategy quarterly or annually. Regular check-ins help you stay aligned with your goals and adjust for any changes in your situation.

Have you considered making charitable giving part of your financial strategy? Whether it’s donations or setting up a fou...
03/23/2026

Have you considered making charitable giving part of your financial strategy? Whether it’s donations or setting up a foundation, giving back can bring personal fulfillment and even financial benefits. Start making an impact today! Message me to learn more.

Have you heard of the FIRE movement? It’s all about setting goals today to achieve financial independence and retire ear...
03/19/2026

Have you heard of the FIRE movement? It’s all about setting goals today to achieve financial independence and retire early. Start planning now to take control of your future! Click the link below to learn more.

🔗 https://mutualofomaha.co/4uDcxvN

Don’t wait for a claim to find out if you’re underinsured or overpaying. Regularly reviewing your insurance policies can...
03/16/2026

Don’t wait for a claim to find out if you’re underinsured or overpaying. Regularly reviewing your insurance policies can help ensure you’re properly covered at the best rates. Comparing providers and coverage options might save you more than you think!

Cutting back on dining out and delivery is a simple way to save money and build healthier habits. Meal prepping can save...
03/12/2026

Cutting back on dining out and delivery is a simple way to save money and build healthier habits. Meal prepping can save you both time and cash while giving you control over your meals. Plus, it’s a great way to avoid the temptation of expensive takeout!

Big milestones like getting married, having a child, or buying a home are exciting, but they also come with financial re...
03/09/2026

Big milestones like getting married, having a child, or buying a home are exciting, but they also come with financial responsibilities. Planning ahead can help you enjoy these moments without putting your long-term financial well-being at risk.

✔️ Start saving early – Set aside funds specifically for major life events.
✔️ Budget wisely – Factor in both expected and unexpected costs.
✔️ Review your financial strategy – Ensure you're protecting your future while achieving your short-term goals.

Small steps today can make a big impact down the road! Message me to discuss how to prepare for your next big milestone.

Are you paying for services you don’t use? Small, recurring charges can add up fast. Take a few minutes to review your s...
03/05/2026

Are you paying for services you don’t use? Small, recurring charges can add up fast. Take a few minutes to review your subscriptions, streaming, fitness, apps, and cancel anything that’s not adding value. A little trimming can free up cash for things that truly matter!

Are you using credit to your advantage? Paying off your balance in full each month can help you avoid costly interest an...
03/02/2026

Are you using credit to your advantage? Paying off your balance in full each month can help you avoid costly interest and keeps your credit in good shape. Good credit can open doors: better rates on loans, easier approvals, and more financial flexibility. Use it wisely, and it will work for you, not against you!

When should kids start learning about money? Sooner than you think! Teaching children about money early builds lifelong ...
02/26/2026

When should kids start learning about money? Sooner than you think! Teaching children about money early builds lifelong financial confidence. Whether it’s through simple lessons, fun games, or leading by example, small steps today can lead to smarter money decisions in the future.

Invest in their financial education, it’s a gift that keeps on giving!

Planning a major purchase this year? A new car, home upgrade, or dream vacation? Creating a savings timeline and researc...
02/23/2026

Planning a major purchase this year? A new car, home upgrade, or dream vacation? Creating a savings timeline and researching financing options can help you stay within budget and avoid unnecessary debt. The more prepared you are, the more confident you’ll feel when it’s time to buy!

Address

3200 E. Camelback Road Ste. 190
Phoenix, AZ
85018

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 1pm
Sunday 8am - 5pm

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