Specializing in: Financial Planning for Surviving Spouses

Thank you for visiting our website. We hope that once you explore the information provided here, you will give us a call so we can personally discuss how we can help you plan to meet your financial objectives.

In our hectic, fast-paced world, it is all too easy to set financial planning on the backburner. When it comes to creating our personal wills or trusts, “I’ll get to it later” is a statement many of us tell ourselves all too often.

Fortunately, setting up and maintaining an estate and achieving sound money management are easier than you might think—with the help of the right financial planner, one who offers the right mix of money management expertise and personal service.

We think of Jim Williams Financial Planning as a place where you can feel comfortable discussing your life and your financial objectives, knowing that someone is listening to everything you have to say.

Over the years, we have helped our clients prepare for and manage retirement, watched as their children have gone off to college, and provided financial counseling to those who have lost a spouse or loved one. In fact, we are proud of the fact that we now specialize in financial planning for surviving spouses, which you can find out more about on this website.

If you are looking for an investment manager, either for yourself or your company, it is our hope that you will look no further. Feel free to explore the site. Do not hesitate to call us at (734) 422-6127 with any questions. We enjoy the opportunity to meet and talk with new friends as we work to create the best financial solutions for your personal needs.

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