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Our Commitment

Comprehensive Financial Planning

Committed to staying current on our changing economy

“I believe it is important for those in the financial planning field to stay current on all that is happening in the financial world. As events change almost on a daily basis you should know that the investment company you are trusting is up to date and prepared to help meet your financial goals. This is my commitment to you.”  ~ Jim Williams

Individuals in Transition

Along with the emotional impact, there are other challenges brought on by the loss of a spouse. One of the challenges is to develop an effective strategy to secure your financial future, and for generations to come. We are a financial planning company that specializes in providing compassionate, ethical and knowledgeable financial planning for individuals who have lost a spouse. Our goal is to offer you the kind of resources and information that will empower you to move forward in your life, and enable you to be the manager of your own financial future!

Jim Williams, CFP®, has been a practicing financial planner since 1987. He attended Wayne State University and received the CERTIFIED FINANCIAL PLANNER™ professional designation from the College of Financial Planning , and is a Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. IIAS & JWF & Cambridge are not affiliated. Jim is committed to maintaining and exceeding all continuing education standards required to maintain his CFP® practitioner credential as well as his life insurance license and securities registrations.

Our Commitment

James B. Williams, CFP, CCPS, is a member of the Financial Planning Association (FPA), a membership organization for the financial planning community. Members include individuals and companies who are committed to championing the financial planning process.

FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP™ certificant.

Commitment to Continued Education

The Certified Financial Planner Board of Standards is a professional regulatory organization. It fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. James B. Williams, CFP is a CERTIFIED FINANCIAL PLANNER™ Practitioner.