William represents the third generation of his family to serve clients by helping them meet their most pressing financial challenges. He joined the team as an intern in 2008 while a student at the University of Texas at Tyler. He then joined us full time as a financial advisor in 2013 after graduating with a BBA in finance.
William works closely with the younger members of the families we serve, developing strategies that reflect their concerns. He plays a key role in researching various annuities contracts for clients concerned about generating guaranteed retirement income*. William serves as the team’s technology guru by helping identify systems and applications in an effort to enhance each client’s technological experience with the team. Finally, and perhaps most importantly, William spearheads our efforts in working with clients to establish and maintain a financial planning process. William and his wife, Alesha, reside in Longview, Texas. They have two sons, William Rice V (Liam) and Kyzer Rice.
*A fixed annuity is a long-term, tax-deferred insurance contract designed for retirement. It allows you to create a fixed stream of income through a process called annuitization and also provides a fixed rate of return based on the terms of the contract. Fixed annuities have limitations. If you decide to take your money out early, you may face fees called surrender charges. Plus, if you’re not yet 59½, you may also have to pay an additional 10% tax penalty on top of ordinary income taxes. You should also know that a fixed annuity contains guarantees and protections that are subject to the issuing insurance company’s ability to pay for them.