Chip began his insurance and investment business in New York in 1969 after graduating from Bucknell with a BS in Mathematics. In 1976, Chip moved his business to Florida.
The practice evolved into comprehensive planning as Chip completed his CLU (Chartered Life Underwriter) and Certified Financial Planner™ certifications. In addition Chip has earned his ChFC (Chartered Financial Consultant) degree.
“Our goal is help our clients manage their money and life events. I believe there are four primary areas of concern - accumulation and distribution of money, what happens if you are sick, what happens if you die, and finally aggravation when others want your money. Life events that require accumulation of money are for business capital, education, large purchases, and retirement. When you are sick you may need income, pay medical bills, long term nursing care, and people to look after you. At your death, the key issues are leaving your money correctly and having enough capital to distribute. The aggravation issues include lawsuits, divorce, and taxes.”
We have assembled a talented team to provide the service, research and knowledge to assist our clients with individual and corporate problems.
We follow a process to gather data to custom design strategies.
Chip has spoken to many groups. Away from the office Chip's primary interests are charitable activities, golf, and travel.
As founder of Williams Financial Services, Chip's goal has been to help provide a cost effective approach to providing financial services so you will reach your goals and use products in a prudent manner.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
