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Serving You

An Independent Approach To You Wealth Planning Needs

You understand the power and importance of creating, implementing and following a plan that’s contributed to your success. Williamson Financial Group is here to help you create a complete financial plan that’s as unique as you are. Let us do your worrying for you. We aim to take the stress out of planning by offering you a full-service wealth planning solution. Our team approach allows you to take full advantage of the experts on staff that can strategically evaluate your financial situation and goals, and get you on the path to help achieving you dreams. Our team delivers long-term planning with expert advice on your financial needs including:

Personalized Retirement Planning

Our team follows process of evaluating your current financial situation and producing direction to help achieving your financial goals. We provide regular reviews and modifications, assuring that your plan is current and dynamic.

Personalized Risk Management

Our insurance experts identify risks which could tremendously impair your financial situation. We evaluate your life, long-term care and disability coverage.

Wealth Management

Our disciplined time tested investment approach provides your portfolio with the proactive service you need to achieve your goals. You’re provided full transparency of all activities concerning your assets.

Personalized Estate Planning

Whether first establishing an estate plan or amending an existing estate plan our team is here to help you understand how your assets will help achieve your estate goals.

Business/ Non-Profits Benefits

Defined Retirement plans

Educating, communicating and providing service to a defined retirement plan can be challenging and expensive to the business owner or staff member in charge. Our team follows a process which analysis existing plans for efficiency and compliance.

Risk Management

Our insurance experts identify the perils within your business that could substantially impair financial setbacks. We evaluate your key man insurance, group life, group disability and group long-term care coverage’s.