Services

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Investment Oversight Services

Independent advice.
Reviewing your current savings and investments and designing a personalized portfolio appropriate to your needs.
Continually monitoring the progress of your investments.
Quarterly meetings to review and evaluate your investment performance, update your overall financial objectives.
Quarterly/Monthly statements
Commission-free transactions on most investments traded in your account.
Access to certified institutional money managers.

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Retirement Planning

Analysis of your present and future income needs and goals.
Continual recommendations to fund your income needs and help maintain a
comfortable standard of living.
Recommendations regarding the best distribution strategy for your employer
retirement plans and IRAs.
Analysis of your IRAs and how to establish an Inherited IRA to defer tax
consequences for your beneficiaries.

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Tax Reduction Planning*

Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies.
Complimentary consultation with your CPA or tax preparer.
Recommendations of tax solutions including tax advantaged investments.
Alerting you to new tax laws that may affect your personal accounts.

* Williams Financial Group does not offer tax advice. You should consult your own professional advisor for tax advice.

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Family Wealth Planning

Estate tax planning
Complimentary consultation with your attorney.
Guidance for the appropriate and necessary steps in the event of the death of a loved one.

You work hard for your money. We work hard to help you protect it.

Our mission has always been, and will continue to be, to provide our clients with the very best financial advice

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Phone : 251-473-2120

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Williams Financial Group's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.

Investment Advisory Services offered through WFG Capital Advisors, LLC dba Williams Financial Group, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.