Clients Corner

BRAD WILLIAMS FINANCIAL SERVICES, LLC

Brad Williams is a financial educator in the northern Alabama area. He was a recipient of the National Association of Life Underwriter National Quality Award. He is a member of the Better Business Bureau. Brad has counseled hundreds of Alabama retirees and pre-retirees. They currently have clients from major employers such as Boeing & NASA, as well as several independent businesses here in the local area. He has consulted with them to find ways to preserve their capital increase their income and more profitably organize their investments. His specialty is assisting those approaching or now in retirement financially prepare for and enjoy their retirement years.

Developing a Comprehensive Financial Planning Relationship

Over time, you have many professionals doing different things with your "pieces". As such, these individuals may move on to other careers or pursuits and are replaced with other professionals whom you don't really know and that are not fully in-tune with your specific circumstance. But more importantly, often times, these individuals are only interested in their specific "piece" and handle it with what we call tunnel vision; only interested in their specific area of expertise.

As a result, you end up with disjointed "pieces" that do not quite fit together. At Brad Williams Financial Services, LLC, we look at all your financial "pieces" and help you how they work together to create a solid financial strategy and retirement plan. More importantly, we show you how these pieces can be protected and optimized by working in concert with each other to achieve financial independence.

Helping You to Achieve Financial Independence:

  • Our goal is to help you maximize income to increase over time while reducing market risks.
  • Gain new insights into how to help protect your retirement assets from market volatility.
  • Discover how to tap into your 401(k)/403(b) assets without triggering taxes or penalties
  • Grow your assets while reducing exposure to market risks
  • Learn about college planning with minimal market risks
  • Balance your tax deferred investments in concert with tax-free investments for greater tax savings and retirement income
  • Turn an existing IRAs into tax-free accounts
  • Avoid taking your required minimum distribution (RMD) - even if you're older than 70½
  • Save thousands of dollars in interest payments and pay off your mortgage five, 10, even 15+ years early
  • Avoid common IRA owner mistakes while maximizing your IRA distributions for you and your loved ones

 



Investment Advisory services offered through Investment Advisors, a division of ProEquities Inc., a registered investment advisor. Securities offered through ProEquities, Inc., a registered Broker-Dealer, member of FINRA & SIPC. Brad Williams is licensed in Alabama for Series 7 and Series 66. Brad Williams Financil Services, LLC, is a independent Pro Quities.