Jill Williams CFP®, Barnum Financial Group an Office of MetLife
Jill Williams CFP®, ChFC, CASL

Senior Financial Planner
Financial Services Representative
Investment Adviser Representative
Special Needs Financial Planner

What exactly is “values-based planning?”  It's making sure that your financial goals (what you want) are aligned with your values (who you are) - ensuring that you're making decisions that reflect what's important to YOU. As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well being, so you can achieve financial freedom. Together, we’ll create a road map to take you where you want to be.

Learn more about our unique approach to personal financial planning. . .

In addition, as a MetLife Special Needs Financial Planner, I bring in-depth knowledge and support to families with dependents who have special needs. Call on me to provide experienced and trusted guidance to help you navigate the unique legal and financial considerations for providing quality of life and lifetime care.  All plans are important . . . but some are special.

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