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William C. Oetker

I believe that good financial decisions don't have to be confusing. That is why I work with you to develop a customized financial solution that best meets your individual needs.   Working together, we'll formulate a strategy to help you achieve your goals. Then I'll recommend the appropriate products and services to help you execute your strategy.

This website offers a wealth of educational materials - articles, newsletters, calculators, and other tools - designed to keep you up-to-date on financial issues, strategies, and trends.  I hope you take advantage of this resource and visit often.

Be sure to add this site to your list of "favorites" in your Internet browser.  Information is frequently updated and I wouldn't want you to miss any developments in the area of personal finance.  

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can email me at woetker@htk.com or call at 516-238-9851. 

Thank you for visiting my website.

My services include:

  • Long Term Care Insurance

  • Life Insurance

  • IRAs (Traditional/Roth)

  • 529 College Saving Plans*

  • Annuities

  • Estate Conservation Stategies

  • Asset Protection

  • Investments*

How much life insurance would you need to produce a sufficient income stream for your family?

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck