Retirement Planning, Financial Planning or even 401k rollovers* along with all the other solutions that Williams Financial Group has access to is an important responsibility! As the owner of Williams Financial Group, I understand that my recommendations will impact you and your family for years to come. Realizing this responsibility, it is my goal to provide my clients with the very best guidance for their retirement planning, financial planning and all of the other financial services we offer, while giving you a professional and superb overall experience that is second to none! Retirement Planning takes in the financial aspects, but that is not all the aspects of life when you retire. The non-financial aspects include such lifestyle choices as how to spend time in retirement, where to live, when can you retire, etc. A holistic approach to retirement planning considers all of these areas. We want to be your financial partner to help guide you through the forest of solutions available to you as the investor. Trust doesn’t come easy and that is why we want an opportunity to earn your trust while allowing you to only be concerned with “What am I going to do today?” Contact us today for a free consultation. I would love the opportunity to earn that trust!

2566 Dauphin Street Mobile, AL 36606
Phone: 251.473.2120
Fax: 251.473.2122
Email: Billy@wfgplanning.com

About Eagle Strategies

* Before rolling over the proceeds of your retirement plan to an Individual Retirement Account (IRA) or annuity, consider whether you would benefit from other possible options such as leaving the funds in your existing plan or transferring them into a new employer’s plan.  You should consider the specific terms and rules that relate to each option including: the available investment options, applicable fees and expenses, the services offered, the withdrawal options, the potential flexibility around taking IRS required minimum distributions from the option, tax consequences of withdrawals and of removing shares of employer stock from your plan, possible protection from creditors and legal judgments and your unique situation.  Neither New York Life Insurance Company nor its agents provide tax or legal advice. Consult your own tax and or legal advisors regarding your particular situation.