Plan Today To Live Your Dreams

We can help create informed financial strategies that give you confidence as you pursue your goals.

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

Get Started In

3 Easy Steps

  • one

    Discover

    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • two

    Evaluate

    Using the Financial Blueprint process, we’ll examine your current financial situation and determine your retirement needs.

  • three

    Plan

    Receive a custom strategy designed to help you reach your unique retirement goals.

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INSTANT DOWNLOAD

It’s time to get serious about your retirement plans.

In George and Stacia’s new book, “Faith, Family, Finance: Your Blueprint to a Successful Retirement,” you’ll discover insights and wisdom you need to take the next step in your retirement journey.
Learn:

• Why having a plan is necessary for your financial success
• The importance of a balanced approach to retirement income
• How and when to seek professional financial help
• And much more!

Download your free chapter of “Faith, Family, Finance” today
or get your copy of the book HERE.

WILLIAMS FINANCIAL GROUP IN THE MEDIA

Boost your financial acumen with
these helpful retirement resources.

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"Why Women Need to Take a More Active Role in Their Financial Futures"
(via Kiplinger)

“Remember, this is your money, and you’ve handled all kinds of other things in life. You can handle this.”

Stacia Williams, founder and wealth advisor at Williams Financial Group, explains why it’s particularly imperative that women take an active role in plotting out what’s happening with the money that will see them through the latter part of their lives.

The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.

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“6 Steps to Higher Net Worth: A Year-End Financial Checklist”
(via NerdWallet)

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INSTANT DOWNLOAD

Do you have a tax-efficient retirement strategy?

Download this 12-page guide to learn more about potential tax strategies for retirement. This guide will cover:
• Why your taxes might not decrease in retirement
• How "buckets" can help illustrate the impact of taxes on varying assets
• What required minimum distributions could mean for your tax bracket

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

Stacia And George

GET TO KNOW US

Meet George and Stacia

Discover how we help individuals and families achieve their ideal retirements.

Let’s get started now! Click here to schedule your virtual meeting.