Through Lincoln Financial Advisors Corp., I offer comprehensive financial planning tailored to help meet your individual needs.
My primary focus is retirement planning; helping my clients better understand what adjustments may be needed for their retirement and developing income distribution strategies to help them enjoy the lifestyle they have today and for tomorrow. Comprehensive plans include, retirement, investment, estate and business succession planning. I assist clients in understanding:
- Investment risks and rewards
- If investment allocations are consistent with their risk tolerance
- Long term strategies to mitigate risk
- Asset protection strategies using life and disability income insurance
- Alternative strategies for long term care assistance
Coupled with extensive support from our regional and national Lincoln support team, I strive to apply our broad range of insurance, tax reduction strategies and investment experience to each client's unique situation. Initial consultations are always complimentary.
Sharon Williams' professional experience includes insurance, financial planning, telecommunications and small business ownership. As an Investment Advisor Representative with Lincoln Financial Advisors Corp., she is available to assist with comprehensive fee-based financial plans and retirement income modeling. Sharon has the experience to advise you whether your needs are for education funding, IRA rollover options, long term care alternatives or supplemental retirement savings strategies.
Sharon has been a resident of Dunedin since 1984, raising her family and participating in many local activities. She is a member of the Dunedin North Rotary, having served on the board of directors, is active in the Windlasses, a sailing group, North Pinellas Women's Club and the Women's Council of Realtors and Dunedin Boat Club.
Sharon's husband, Gary Huffaker, is an energy consultant. He is an avid golfer and they both enjoy biking and walking on the Pinellas Trail. Their two children are Alison, a recent FSU graduate and Adam, an FSU student.
Sharon attended the University of Oklahoma and earned a B.B.A. degree with a major in marketing and a minor in finance. She began her career as an Account Executive with AT&T working in St. Paul, Minn, then Dayton, Ohio and in 1984, the Tampa office. From 1990 to 1999 she was the Owner and Marketing Director of a Clearwater based technology company.
Sharon Williams is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Sharon Williams - 1891 Del Oro Ct., Dunedin, FL 34698 727-480-8956 727-733-5858 CRN200905-2029928
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are registered service marks of the College for Financial Planning®