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INDEPENDENT FINANCIAL ADVISORY AND WEALTH MANAGEMENT SERVICES
Williamson Wealth Advisors' 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 create a lifestyle for you.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This worksheet can help you estimate the costs of a four-year college program.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A few strategies that may help you prepare for the cost of higher education.
There are things about Social Security that might surprise you.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: Right Now.
Learn how to harness the power of compound interest for your investments.
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.