About Us

An initial conversation is free. Achieving your goals is priceless.

If you're looking for an award winning, independent, vastly experienced financial planner to help you make informed financial decisions about your business, retirement, investment and insurance matters ... well, you found him.

Burt Williamson has helped thousands of people across the country to plan effectively for their financial goals since 1995. He is a Certified Financial Planner TM with an economics degree from Columbia University and an MBA from the University of Connecticut.

Prior to becoming a Financial Strategist, Burt was an interior designer in his family’s iconic business in Old Greenwich, CT. His father, Fred Williamson, Jr., had the conviction that Burt needed to learn the business from the ground up. His dad had him work with the various contractors to learn their unique crafts. This helped Burt refine his design specifications and communication skills. Applying this same bottom-up education process enabled him to build his knowledge and skill set for providing exceptional financial advice.

Burt had the benefit of the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut, where he began in 1995. He became a member of the Advanced Advisor Group in 1999, and won awards from his colleagues and the president of the company for his top-notch planning skills in 1999 and 2000. He was named a master presenter and gave numerous seminars to American Express cardholders, many of whom became clients of the advisors in attendance.

Burt’s experience in estate and business planning with Hartford Life in 2003 lead to his 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 him about their clients’ complex financial, estate and business planning matters.

Burt has had dozens of articles published over the years on financial matters, been on various radio shows, and is available to speak on short notice on a variety of topics.

Schedule a call today to start the conversation about your goals, dreams and wishes. Click here.

PlanPrep and Burt Williamson work in conjunction with your tax and legal advisors to create your financial and business strategies.

Meetings by appointment only

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