Understanding Today’s Financial Environment
Welcome, we’re Williamson Financial Services, financial professionals here in Trussville, Alabama. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (205) 661-9333.
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Upcoming Event at Williamson Financial Services
Please join us for lunch or dinner and an educational seminar to help you prepare for potential long-term care expenses.
Two options to attend: November 10, 2015 11 am for lunch or November 12, 2015 6:30pm for dinner
Reservations are required! Be sure to RSVP by calling our office at 205-661-9333 or emailing firstname.lastname@example.org.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
How to help determine life insurance needs to provide for your family after you pass away.
An increasing number have been developed to help individuals with their personal finances.
Four vacation destinations you might never have thought of.
What can be learned from the savings rate?
Couples may be able to head off many of the problems in a marriage that money can cause.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.