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Lifetraxx is Williams & Company’s financial review tool, created exclusively for the school employee.  Lifetraxx is designed to assist you in answering the questions that are important issues facing each school employee regarding their retirement planning.


Some of the questions you have could be…
•Should I buy years of service?
•How much income will I need during retirement?
•When do I take distributions from my accounts?
•Which retirement option should I choose?
•How much income will my surviving spouse need?
•Do I have life insurance needs?
•What age should I apply for Social Security?


We can:

•Review your MPSERS options
•Project your retirement income needs
•Review current asset allocation
•Assist with your short and long term goals.
We can update your information on a regular basis, to help you stay on track to your retirement goals.

Securities offered through Legend Equities Corporation, member FINRA/SIPC

*Williams & Company, LLC, 4445 Wilson S.W. Grandville, MI, 49418, Ph: 616-257-7221

*Legend Equities Corporation is not an affiliate of Williams & Company, LLC

Advisory services offered through Legend Advisory Corporation, a registered investment adviser

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