Williamson Financial Services

"Helping you make smart choices with your money"


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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.

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 IAR (Investment Advisor Rep) 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.
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

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Understanding the Credit Crunch

The financial markets went into a tailspin after a handful of subprime mortgages went into default and central banks had to jump in to help. What do these defaults have to do with global liquidity?

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

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