About Us

He started PlanPrep in 2006 as a virtual financial firm long before the current trend of serving clients online. Financial advisors from across the country seek out his advice to help them solve their clients' unique financial challenges.

Now, you can take advantage of his skill set and easy-going demeanor to help you structure your portfolio correctly for your retirement goals.

Burt has helped thousands of people across the country to plan effectively for their financial goals since 1995. Burt and PlanPrep are a Registered Investment Advisor, and Burt is a licensed annuity and insurance agent, which all require him to act as a fiduciary on your behalf. Being a fiduciary means that Burt must always do what is in your best interest. As a firm, PlanPrep always acts with the highest ethical standards.

Burt received an economics degree from Columbia University and an MBA from the University of Connecticut (Go Huskies!).

Burt Williamson grew up in the family business working at his family’s iconic interior decorating business in Old Greenwich, CT. His dad, Fred Williamson, Jr., had the conviction that Burt needed to learn the business from the ground up. His dad had him work with a variety of contractors to learn their unique crafts. This helped Burt refine his design specifications and communication skills.

Applying this same bottom-up learning process to the financial world has enabled him to build his knowledge and skill set for providing exceptional financial advice.

Ready to make your retirement income predictable?

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Books and records kept at 4 Spruce St, Riverside, CT 06878