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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?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
A few strategies that may help you prepare for the cost of higher education.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Tax preparation may be the perfect time to give the household budget a check-up.
A quick look at how federal income taxes work.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn how to harness the power of compound interest for your investments.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.