Welcome, we're Williamson Financial Services, financial professionals here in Trussville, Alabama. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (205) 661-9333. Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (205) 661-9333. Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Services
Williamson Financial Services offers people in our community a full range of financial products and services. We believe that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities.
The financial management process at Williamson Financial Services begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage.
As a financial advisor that is registered as an IAR (Investment Advisory Rep), I offer my clients investment strategies based on their individual needs, not based on fees or commissions. Most securities i.e. My clients often want the guarantees available within an annuity. Annuities involve an insurance company that pays me a commission.
Independent financial advisors are licensed with independent broker dealers. Independent broker dealers are characterized as having no proprietary funds or investment "deals." The independent financial advisors are never pushed or prodded to do more business with XYZ Funds. Simply put, independent financial advisors work for their client instead of a big company!
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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