Billy Williams, CFP consulting with a client at his desk.

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.