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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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
It may help your business be better prepared in the event of the death of a principal or key employee.
Even low inflation rates over an extended period of time can impact your finances in retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Knowing your options when a CD matures can help you make a sound investment decision.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
What does your home really cost?
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.