"Helping you make smart choices with your money"

 

 

 

You can view any of the following:
Retirement
Estate Planning
Tax Strategies
Long Term Care
Financial Management

Freddy Williamson solicits business only in Alabama, Florida, Georgia, consequently he maintains licenses for those three states alone. His licenses include Series 6, 7, 63 and 66, and also maintains a life, disability and variable annuity licenses. He is a member of the International Association of Registered Financial Consultants (RFC), and a CFP candidate.

As a licensed Investment Advisor Representative he CAN offer you investment accounts where his compensation is based on FEES ONLY and NO COMMISSION is paid.

He can be reached directly by calling (205) 661-9333 or 1-888-343-PLAN (outside the Birmingham calling area.)


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No parts of this communication should be construed as an offer to sell or provide investment advice or recommendations. Securities offered through ProEquities, Inc. will flucuate and are subject to investment risks including possible loss of principal.

 

Are you retired? Are you retiring within the next 5, 10, 15 or 20 years?

Do you enjoy the growth potential of stock and bond investments during the good times? Yet can you afford market crashes and declines when you are in the "Retirement Red Zone?"

Don't you wish you could have the growth of stock and bond investments, AND underlying minimum guarantees?

Please check out the retirement income planning problems and the guaranteed solutions offered by Prudential by clicking here to view an 8 minute client video.

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Click Here and you can now view E-SEMINARS on each of several critical areas of Financial Planning.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

More Newsletters →