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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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A few strategies that may help you prepare for the cost of higher education.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
With alternative investments, it’s critical to sort through the complexity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?