Services Provided

Investment “Oversight” Service

  • Independent Advice
  • Reviewing your current savings/investments and designing a personalized portfolio appropriate to your needs
  • Continual monitoring of your investments
  • Quarterly meetings to review and evaluate your investment performance, update your overall financial objectives
  • Quarterly/Monthly Statements
  • Access to Institutional Money Managers

Tax Reduction Planning*

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Recommendations of tax solutions including tax advantaged investments

Retirement Income & Distribution Planning

  • Analysis of your present and future income needs
  • 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

Family Wealth Planning

  • Estate tax planning
  • Provide guidance for appropriate planning in the event of the death of a loved one

Additional Services

  • Quarterly Newsletter to keep you informed of the most current planning options
  • Client events to let you know we value your trust and your business.

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