Aaron Williams (CFP®)
Aaron Williams focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Aaron was drawn to financial planning after seeing people around him living paycheck to paycheck. He was determined to learn strategies for optimizing people’s finances to help change that vicious cycle.
Aaron joined Market Street in 2015, following three years as a financial planner at another firm. A very analytical person, he loves building spreadsheets to break down a situation and analyze the best path forward. While that may take more time, he sees that digging into the details often leads to catching important essentials that make a big difference.
A graduate of Franklin College, Aaron has a B.A. in Finance & Business Management, and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He enjoys being able to “put the pieces of the puzzle” together for people who may have a decent understanding of certain aspects of their financial lives, but don’t yet see how everything is interconnected. From digging deeper into cash flow analysis, to showing them how to protect their family and their wealth with the right insurance, he loves seeing that flash of understanding when a recommendation suddenly makes perfect sense.
Additional Information
When he’s not at work, Aaron keeps busy as a member of the Alumni Council for Franklin College, as well as serving on the adult mentoring services team at Greenwood Christian Church, and serving with his wife as a Financial Peace University Coordinator at Greenwood Christian Church. He enjoys simple time with his wife, cooking and baking together or watching a movie. He also loves playing sports of any kind and spending time with family and friends. “I always appreciate great company!”
NAPFA Start Date
February 02, 2018
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