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Leah Williams, CLU® ChFC®

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Leah Williams, CLU®, ChFC®, a dedicated financial planner and founder of Savvy Financial, transformed personal hardship into a mission to empower others. Her journey into the financial industry almost 9 years ago, began from a place of vulnerability. Uninformed about finances, Leah faced insecurity, especially after her divorce. Realizing that financial dependence can trap women in undesirable situations, she committed to learning and rebuilding her financial life. During this challenging period, Leah also witnessed her sister-in-law navigate financial instability after the sudden death of her husband, leaving her with five children.

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These experiences fueled Leah's passion for financial education, particularly for women. She understands firsthand the complexities of starting over and believes that one doesn’t need to know everything to take the first step. This insight drives her emphasis on helping and educating women to achieve financial independence and security.

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Leah named her company "Savvy" to reflect the empowerment she aims to instill in her clients. For her, it encapsulates education, clarity, and direction. She strives to ensure that when clients leave her office, they do so with a clear understanding of their financial situation and confidence in their decision-making abilities. Leah believes that clarity reduces pitfalls and mistakes, making financial planning a transformative experience.

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Founded in 2023, Savvy Financial assists clients in navigating the intricate world of finances with confidence. By offering personalized guidance and leveraging tax-efficient strategies, Savvy helps clients achieve their financial potential, prepare for the unexpected, and capitalize on opportunities. Their mission is to educate and empower individuals, enabling them to rewrite their "Money Story" and make financial acumen a significant source of confidence.

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Leah Williams, CLU® ChFC®

Financial Planner

Savvy Financial
Website: https://www.SavvyFinancialLLC.com  

LinkedIn: www.linkedin.com/in/leah-williams-clu%C2%AE-chfc%C2%AE-aa007595  

Facebook: www.facebook.com/profile.php?id=61554517357506  

Instagram: www.instagram.com/savvymomboss_fa

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Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SIPC. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the presenting party and may not necessarily represent those of HTK or its affiliates. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 6681909RG_Jun26