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198 Main Street
Suite 100
Trussville, AL 35173

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Williamson Financial Services

(205) 661-9333

 
Estate Management 101 Raise Your Retirement Income Women and Retirement What Can a Million Dollars Buy You?

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 karen@williamsonfinancial.com.

 

Click here for more information

Helpful Content

Choosing a Retirement Plan that Fits Your Business

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

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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