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ProductsWe take full advantage of certain tools selected carefully to pursue our clients’ objectives. LPL Financial provides access to all the necessary tools to implement a wealth management strategy.
Wealth Accumulation and Preservation Tools:
•Private Managed Accounts
•Stocks
•Bonds: Treasuries, Agencies, Corporate, and Municipal
•Real Estate Investment Trusts
•Mutual Funds
•Certificates of Deposit
•Annuities: Variable, Fixed, or Immediate
•Life Insurance: Variable, Universal, and Term
•Long-Term Care Insurance
•Section 529 College Funding Plans
•Individual Retirement Accounts (IRAs)
•Qualified Retirement Plans: 401(k), 403(b), Pension and Profit-Sharing
•Non-Qualified Retirement Plans
•Deferred Compensation Plans
•Hedge Fund of Funds
•Alternative Investments
•Concentrated Equity Strategies
•Account Aggregation
Services
Our services are supported by a wide array of quality, innovative products. We are complemented by effective tax planning.
Planning
•Goal Setting/Systematic Client Reviews
•Investment Analysis/Planning
•Insurance Analysis/Planning
•Retirement Planning
•Estate Planning/Trust Analysis
•Educational Planning
•Independent, Unbiased Research from third party research firms: Stocks, Bonds, Mutual Funds, and Institutional Managers
In association with tax and legal professionals, Williams Financial Advisors Private Wealth Management Group also offers:
•Will Analysis/Planning
•Tax Minimization: Analysis/Planning
•Tax and Probate Reduction Strategies
•Charitable Planning/Giving
•Trust Analysis/Planning – Irrevocable Life Insurance Trusts (ILIT), Special Needs Trusts (SNT), Charitable Remainder Unitrusts and Annuity Trusts (CRUT/CRAT), Credit Shelter Trusts, and Living Trusts
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