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INDEPENDENT FINANCIAL ADVISORY AND WEALTH MANAGEMENT SERVICES
Williamson Financial Group’s mission is to inspire our clients to achieve true wealth through education, communication, and service which exceed their expectations. We are an independent wealth advisory firm, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Let us build a partnership with you, to build a lifestyle for you.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A collection of tips from professional travelers.
Is your estate in order? This short quiz may help you assess your overall strategy.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
It's important to understand how inflation is reported and how it can affect investments.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are hundreds of ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.