Senior Asset Protection Services,
Norman Williams

senioraps@verizon.net
Registered Financial Consultant, CSA, SRES

About Norman

 

ABOUT SENIOR ASSET

Norman is President of Senior Asset Protection Services, and Vice President of Life Planning Solutions, Inc., which provides financial and estate planning services for senior citizens and pre-retirees; President of Asset Education Resources which provides continuing education credits for Social Workers and CPA’s. Norman has also been selected as one of the "Five Star Wealth Managers" in "Texas Monthly" magazine. Since 1985 he has been developing long-term relationships with his clients based on honesty, integrity and trust.

Norman conducts seminars for seniors and federal employees on their CSRS and FERS benefits, speaks to banks, church groups, clubs and professional organizations throughout the state on various Financial and Estate Planning topics, providing senior citizens with the knowledge to prepare their estates in a manner that avoids the unnecessary costs associated with probate and nursing home care. Norman is also a member of Ed Slott's Elite IRA Advisor Group and is committed to the ongoing advanced training in Retirement Distribution Planning that is required to be a member of this group.

He also spends at least 3-6 weeks every year on continuing education to keep abreast in the latest investments and tax law changes and the impact they will have on his clients. Norman is involved in many community organizations including TAGS, Better Business Bureau and National Ethics Bureau. He is also past president (1990-1995) of Delta Sigma Phi Alumni Control Board at UNT, and member of Tarrant County Appraisal District Review Board (1992-1998).

 

 

Norman's treasure trove of expertise in financial planning and estate planning comes from almost 20 years of education, training, and experience in addressing the financial concerns. Norm’s professionalism is demonstrated by his patient and thorough client interviews and straightforward explanations of their options in everyday language. A man of intense compassion, he cares deeply about the financial well-being of his clients. Moreover, Norm safeguards the trust his clients place in him, because his reputation for unquestioned integrity is more important to him than any commission he might receive. While he additionally can be described as low-key, conservative, and personable, Norm’s most accurate characterization might be “the consummate financial expert.” Through rigorous study, practice, and certification, Norm is one of a select few advisors nationwide accredited as a Registered Financial Consultant™ (RFC®), Certified Senior Advisor™ (CSA®), Certified Annuity Advisor® (CAA®), Senior Real Estate Specialist (SRES), and paralegal.

Credentials:

• License Insurance Agent
• Registered Financial Consultant
• Certified Annuity Advisor
• Member of the Better Business
   Bureau
• Member of the Texas PTA
• Member of the National Ethics
   Bureau
• Licensed Real Estate Broker
• Mortgage Broker

Life Planning Solutions Inc BBB Business Review
National Ethics Bureau Member
Allianz
AVIVA
American Equity
Lincoln Financial Group
LSW
Mutual of Omaha
North American Company
NSSA