"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.)


==========================================


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.

Click Here to request FREE monthly financial newsletter (e-mailed)

Click Here for "Your Account" to view all of your investment accounts

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.

More Calculators →

Newsletters

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

More Newsletters →