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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Couples may be able to head off many of the problems in a marriage that money can cause.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Second marriages are a trigger event to revisit any existing estate strategies.
The uncertainties we face in retirement can erode our sense of confidence.
It's important to understand the pros and cons when considering a prepaid debit card.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
Do you know these three personal finance sayings?