Jay Williamson
Contact Me

Office: 607-257-8665

179 Graham Rd Ste D
Ithaca, NY 14850-1141

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A Message from Jay Williamson

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals. Jay Williamson combines his experience with your goals to offer you expert guidance and innovative solutions.

Jay Williamson utilizes a four-step process to help you plan for the future and help protect you if life takes an unexpected turn.

Ask you questions: Before Jay can advise you about any of the strategies that might be appropriate in your situation, he needs to learn about you.

  • Analyze the information: Jay  provides you with a comprehensive plan that compares what you have with what you want and identifies any gaps.
  • Make recommendations: Jay prepares a detailed plan that includes a review of what you have already done, and some recommendations about what you may need to do next.
  • Keep in touch: Nobody's situation stays the same. As yours changes, Jay will review your plan, and perhaps suggest revisions to help ensure that your plan keeps pace with your changing situation.

Jay Williamson is committed to ensuring that your family's needs will be met with care, expertise, and an understanding of your unique circumstances and individual goals.

Northwestern Mutual Financial Network News

Northwestern Mutual Is "America's Most Admired" for an Unprecedented 25th Year

 

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Northwestern Mutual has collected top honors in the life/health sector of FORTUNE magazine’s “America’s Most Admired Companies” survey for 25 years, including 2008. The Milwaukee firm is the only company to place first every year it was ranked.

 

My Mission

As a financial advisor, Jay Williamson looks first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is Jay's approach to helping you shape it and attain it.

Simply put, Jay's mission is to help you secure your family's or business's future and protect what's important to you.

Areas of Expertise

Here are my areas of expertise which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Personal Needs Analysis
    Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.
  • Asset & Income Protection
    Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. Life insurance policies are designed with different needs in mind. Whether you are looking for temporary protection, lifelong protection, an efficient transfer of assets through your estate, or cash value accumulation, my expertise in personal life insurance can help you protect what's important to you, secure your future and improve your life.
  • Retirement Solutions
    Longer life expectancies and early retirements make sound insurance and investment choices essential. I will help you prepare to enter your retirement years. With an increasing number of choices and ever-changing tax laws, the Network offers me access to financial advisors and specialists I can call upon for recommendations and assistance. Pension plans, 401(k) and 403(b) plans, IRAs, Roth IRAs, mutual funds and annuities, as well as variable and portfolio-based life insurance are just some of the alternatives available to you.
  • Long-Term Care Insurance
    Offered through Northwestern Long Term Care Insurance Company Long-Term Care insurance provides benefits in the event of a long-term illness or injury. Owning a long-term care insurance policy also provides you choices in deciding where or how you receive care. Let me help you prepare for this situation with long-term care insurance.
  • Business Succession
    What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you know how many years you have invested in your business. Wanting it to continue is natural. Because I specialize in business succession planning, I can help you answer these and other questions. Together we can develop a plan to help ensure a smooth transfer of your business.
  • Investment Services
    Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.


Before you agree to receive the financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. Tthese may be obtained from Jay Williamson.