Financial Planner | Financial Strategists Plus

"The present and future security of your family is my most important goal."

W. E. (Bill) Williams
Registered Principal*
Investment Advisor Representative*

As a Financial Planner and Investment Advisor Representative, I believe that all aspects of any plan must involve the objective of the client, the method for meeting that objective and the tax consequences. This requires a high degree of flexibility. To this end, I became an "Enrolled Agent" through the Internal Revenue Service and a "Fellow" in the National Tax Practice Institute. I have accumulated relationships with acknowledged experts to provide my clients with the finest information available. Through the use of "Fee Based Planning and/or Commissions" I have met my objective to obtain the best financial results for my clients.

Financial Planing

With years of experience as a financial planner, I can help you determine what your long and short term financial goals are, what your risk tolerance may be, and tailor a personal solution that will allow you to reach these goals.

Tax

As an IRS Enrolled Agent, I can evaluate your tax situation and represent you with the same expertise that an actual attorney or a CPA can. An Enrolled Agent is someone who has been vigorously tested and licensed by the IRS to cover areas such as taxation of Individuals, Partnerships, Corporations, Trusts, Estates, and Procedures and Ethics.

Insurance

A licensed agent with years of experience in the insurance industry, I can help you get covered with the right protection for you and your family. Not all plans are the same and no individual or family has the same needs. You should have a plan that fits your unique requirements.

Trusts

Trusts are a great way to protect your family from the complications and confounding hassles of probate courts. There are numerous benefits to forming a trust, but you will need the assistance of an expert in this field to succeed.

When planning for your financial future, consideration of these core areas are crucial to your success. Let me help you develop a winning strategy for your financial peace of mind.