Williams Financial Group offers the full spectrum of financial planning and investment management services. Many of the more common are highlighted below.  Feel free to inquire if you have unique needs. 

Investment Services

• Asset Consolidation
• Professional Management of Assets
• Available Portfolios: Conservatively Balanced, Balanced, Growth and Aggressive Growth
• Portfolio Monitoring and Performance Measurement

Retirement Planning, Education Funding Analysis and Other Goals:

• Detailed Retirement Analysis
• Estimated Expenditures at Retirement
• Estimated Retirement Income – Surplus or Shortage
• Distribution of 401k, 403b, and Other Pension Plans
• Education Funding Analysis

Investment Analysis:

• Present Investment Evaluation
• Asset Allocation
• Development of Goals and Objectives
• Capital Gains and Losses
• Investment Strategy and Recommendations

Estate Planning:

• Review Current Estate Plan (Will, Revocable Living Trust, Irrevocable Trust)
• Property Ownership
• Gross Estate
• Estimated Federal Estate Tax Liability
• Estate Distribution Summary

Risk Management:

• Annuities and Life Insurance Analysis and Recommendations
• Life Insurance Income Analysis
• Disability and Long Term Care Insurance
• Survivorship Analysis

Trust Investment Services

• Living trusts
• Testamentary trusts  
• Charitable remainder trusts
• Special needs trusts

Retirement Plan Services

• Retirement Plans for Individuals, Businesses and Non-Profit Organizations: 401(k), SEP, IRA and more
• Evaluation of existing plans
• Investment policy statement
• Investment consulting services
• Investment management