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.
Helpful Content
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.