About Us

 Are you looking for an award winning, independent, vastly experienced financial planner to help you or your clients make informed decisions about business, retirement, investment and insurance matters?


Well, you found him.


I'm Burt Williamson. I've helped thousands of people across the country to plan effectively for their financial goals since 1995.


In addition to being a Certified Financial Planner TM, I have an economics degree from Columbia University and an MBA from the University of Connecticut. 

Burt Williamson, MBA, CFP

Burt Williamson, MBA, CFP

Burt's focus is always in the best interest of the client, helping them to: 


  • Create a plan that helps them make informed, timely, financial decisions


  • Take lots of money out of a business tax efficiently


  • Make the right decisions for stock awards, bonuses & distributions


  • Determine when work may be optional and retirement affordable


  • Establish your maximum retirement spending benchmark


  • Increase dramatically how much you can spend after they retire


  • Protect your assets and lifestyle for you, your loved ones, and your business

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Prior to becoming a Financial Strategist, I was an interior designer in my family’s iconic business based in Old Greenwich, CT.


My father, Fred Williamson, Jr., had the conviction that I needed to learn the business from the ground up.
 

My dad had me work with the various contractors to learn their unique crafts.


This helped me to refine my communication skills to specify the work that we did.


Applying this same bottom-up education process has enabled me to build my knowledge and skill set for providing exceptional financial advice.


It all started with the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut, where I began as a financial advisor in 1995.


In 1999, I became  a member of the Advanced Advisor Group, and won awards from my colleagues and the president of the company for my top-notch planning skills in 1999 and 2000.


The distinction of being named as a master presenter allowed me to give seminars to American Express cardholders in Fairfield County. Most of those at the events became clients of the advisors in attendance.


The experience I gained in advanced estate and business planning with Hartford Life in 2003 lead to my being hired by LPL Financial in 2004 (a large independent broker/dealer) to be their Senior Planning Specialist.


Over 6,000 advisors from across the country consulted with me about their clients’ unusual, complex financial, estate and business planning matters.


You may have read some of the dozens of articles I've had published over the years on financial matters or heard me on various radio shows.


Note to Media: I'm available to speak on short notice to speak on a variety of topics.

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Meetings are by appointment only and are available virtually.

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Mailing and Records Address: PlanPrep, LLC, 4 Spruce St, Riverside, CT 06878