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Address:

Amy Schlager
Don O'Donnell, CLU

Phone:

Amy: (503) 243-4301,Don: (206) 728-2400

Brent Williams

Brent Williams

Financial Consultant

Retirement Planning Specialist

At Retirement Group

As a Retirement Planning Specialist, with AXA Advisors, I focus on helping high income earners at companies like Amazon, Microsoft, Boeing, and Weyerhaeuser build, manage, and protect their wealth using various financial strategies. These strategies involve retirement planning, risk management, tax efficient investments,life insurance, and estate planning. I create a financial plan that takes into consideration my clients life goals, risk tolerance, liquidity needs, tax liabilities, and financial responsibilities. Survivorship needs and estate planning typically come into play as my clients’ needs include the best way to protect their wealth from estate taxes and pass on their wealth tax efficiently.My clients value my ability to quantify their specific goals and objectives into a strategic plan that meets their financial needs. AXA provides me with access to a large network of resources, products, and services to help my clients.

California License #0D56144

California Insurance License #: 0D56144


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 206-956-6228
Fax 206-956-6202
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck