Willard R. Isaacs
Willard began his financial services career over 40 years ago. "In those days," Willard says, "stock brokers brokered, life insurance agents insured, and bankers made loans and paid interest. Today, few of the traditionally defined roles remain." Early in his career, Willard sought to be more holistic in his approach to helping people plan for their future security than perhaps was fashionable at the time.
Willard continues to stretch himself, and the preconceptions of his clients, to offer, "more than is expected in order to accomplish that which is necessary." It is his desire that J&M Wealth Stratgies create a living legacy of providing bright financial futures for the citizens of Wellington and the surrounding communities.
"Our affiliation with Strategic Financial Concepts helps assure that my clients will benefit from the coordinated efforts of a team of professionals. This allows me to act as an advocate for my clients goals, by helping them implement the crucial decisions necessary to the success of their plans."
J&M Wealth Strategies is located in Wellington, Kansas. Willard can be reached at (620) 326-8996.
Willard is licensed to sell insurance in KS.
Willard is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.