A Community Service of The Center for Retirement Readiness™
Founding Sponsor
SPONSORING ADVISOR · Stamford, Connecticut

William Greenfield, CLU, ChFC

Wealth Advisor • Founder & Owner · Wealth Bridge Advisory Services, LLC

DESIGNATION
CLU, ChFC
PRACTICING FOR
30+ years
STANDARD OF CARE
Client-First Financial Guidance
REGISTERED IN
CT, NJ, NY, NC, PA
VERIFY ON FINRA BROKERCHECK
In Their Own Words

A little about William.

For more than three decades, I’ve been helping clients work towards achieving their financial goals — using a comprehensive investing approach that aims to eliminate stress and confusion. I’m also committed to industry education so investors can play an active role in their financial security. And that commitment touches everything we do at Wealth Bridge Advisory.

I recognize that there are numerous roads to financial security, some of which can be intimidating. That’s why extensive client support and guidance are paramount at Wealth Bridge Advisory. My goal is to empower clients to make the best choices possible to achieve security for themselves and those they love.

Warmly,
William


Advisory services offered by World Investment Advisors, LLC.
Securities offered by World Investments, LLC, member FINRA/SIPC.
World Investment Advisors, LLC is affiliated through common ownership with World Investments, LLC.
Wealth Bridge Advisory Services, LLC is unaffiliated with either World Investment Advisors, LLC or World Investments, LLC.

Beyond the Card

Topics neighbors ask William about.

Carrying The Lifeline Card™ is free and creates no obligation. For neighbors who'd like to know what else William's practice covers, the topics below are the kinds of questions he’s most often asked about.

  1. Medicare enrollment timing & supplement choices
    Initial enrollment windows, IRMAA brackets, and when (or whether) to switch a supplement plan.
  2. Social Security claiming strategy
    When to start, how spousal benefits coordinate, and the long-term cost of claiming early.
  3. Beneficiary form audits
    Whether the names on existing accounts still match the family's wishes — and how to update the ones that don't.
  4. Estate document organization
    Where the will lives, who has the passwords, who gets the call first — the unglamorous part of being prepared.
  5. Required Minimum Distributions
    Getting the timing right, coordinating across accounts, and avoiding the penalties for getting it wrong.
A Community Program

What William's sponsorship makes possible.

Any family who wants to be ready for the moments that matter can request the following resource at no cost.

The Lifeline Card™

A wallet card for the moments that matter.

A fold-once card carrying allergies, medications, conditions, emergency contacts, and doctor information — designed to be in a pocket when first responders need it. Adult, child, and pet versions are available.

Get your free card
About · The Sponsorship

For the families who carry the worry.

Sponsoring advisors are financial professionals who have committed to making The Center for Retirement Readiness™'s community resources — including The Lifeline Card™ — available to families in their communities at no cost.

They sponsor because they share TCFRR's belief that being ready for the moments that matter shouldn't depend on what a family can afford. The cards carry no advertising. They cost the family nothing. They create no obligation for anyone who carries them.

"Being ready for the moments that matter shouldn't depend on what a family can afford."
— The Center for Retirement Readiness™

How sponsorship works.

Sponsoring advisors fund The Lifeline Card™ for their community as one of several ways they participate in TCFRR's mission. Sponsorship is treated as community service.