Our Services
Providing services to meet your changing economic needs
Jim Williams Financial offers a wide range of products and services to meet your changing economic and financial needs, including:
- Investment Services
- Wealth Management
- Insurance
- Financial Planning
- Estate Planning
- Retirement Planning
- College Tuition Planning
Investment Services*
- Alternative Investments
- Individually Managed Accounts
- Separately Managed Accounts
- Tactical Strategies
- Passive Strategies
- Roth SEP & SIMPLE IRA’s
- Real Estate Investment Trusts REIT
- Fixed Annuities
- Variable Annuities
Insurance
- Disability Income Insurance
- Term Life Insurance
- Universal Life Insurance
- Whole Life Insurance
- Long Term Care Insurance
- Life Insurance with Accellerated Benefits
- Hybrid Life Insurance
Financial Planning*
- College Plans
- Estate Plans
- Money Management
- Money Purchase Plans
- Profit Sharing Plans
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
Call us today at (734) 422-6127 for more information on any of these products and services.
*Offered through Cambridge Investment Research, Inc.