Do you know your number?
Most people can tell you what they want retirement to feel like. Almost nobody can tell you what it costs. Willie Norman III helps Grandview families find that number — and build a plan to reach it.
Grandview, MO 64030
Retirement isn't an age.
It's a number.
A 2026 Allianz Life study found that a record-high 67% of Americans worry more about running out of money in retirement than about dying — and the worry runs highest among Gen Xers in their 40s and 50s. Even so, fewer than half — about 44% — currently work with a financial professional, a share that's been trending down.
The gap between those two numbers is where the anxiety lives. Willie's work starts by closing it: a Financial Needs Analysis that shows you your FIN — your Financial Independence Number — the amount your money would need to reach so it can pay for your life. Once you can see the number, you can plan for it. That's the difference between worrying about retirement and working toward it.
One conversation, whole picture
Find Your Number
A free, confidential Financial Needs Analysis: where you stand, what your retirement actually costs, and the gap between the two.
Protect Your Income
Term life insurance strategies so the plan survives even if something happens to the person funding it.
Build Toward It
Investment services through PFS Investments Inc. to put a strategy behind the number — reviewed as your life changes.
Willie is a Grandview neighbor with an office on Main Street — this is help you can sit across a desk from, not a call center. Sessions work in person or by phone, and the easiest way to start is a text.
How Money Works: find your number in minutes
Willie's free report walks you through the FIN concept and how to estimate yours — before you ever sit down with anyone. No cost, no pressure, and you keep it either way.
Before you reach out
Your Financial Independence Number — the amount your assets would need to reach to generate enough income to cover your lifestyle without working. Knowing it turns a vague worry into a concrete target.
A Financial Needs Analysis: a confidential snapshot of where you stand, your number, and the gaps between your current path and the retirement you want. No charge, no obligation.
Yes — for both life insurance and securities (as a registered representative with PFS Investments Inc.), plus additional states.
If you can't name your number, that's the sign. Start with the free report, or read our guide on how to choose a financial professional — the questions in it are ones Willie welcomes.
Your number is waiting.
One text starts it: your name and the word NUMBER.
Text (913) 522-4095Important: This page is for informational purposes only and is not financial, investment, or tax advice, and is not a solicitation or offer of any product or service. Willie Albert Norman III is a licensed independent financial representative. Securities offered by PFS Investments Inc., member FINRA. Representatives may provide products and services only in jurisdictions where they are licensed. Statistics cited: 2026 Allianz Life Annual Retirement Study.