FINANCIAL PLANNING, INSURANCE, INVESTMENTS, LEGAL AND TAX MATTERS

With over 30 years of expertise in the above matters, Mr. Williams understands that there is more to the professional industry than just a contract.  In all of the above areas, Mr. Williams:

  • Evaluates his client’s financial condition and works to establish a plan to ensure the minimal use of present and future earnings.
  • Meticulous review of Financial Managers in order to provide a beneficial relationship for the client.
  • Working with outside insurance companies to provide client-specific plans.
  • A thorough review of investment recommendations and proposals to build a strong investment proposal for the client, using research from investment banking and brokerage firms.
  • Meaningful and competent legal advice in all areas of the law allowing for each client to have the utmost in legal service.