Williamson Financial Management Group is a financial services firm dedicated to YOUR SUCCESS. Our specialty is developing holistic financial plans that allow our clients to discover a vision that encompasses both short and long-term goals.
Areas of Focus
401(k) - 403(b)
Our team is here to help you comprehend your employer retirement plan, your investment options, and how to consolidate your 401(k) plans.
IRA & Roth IRA
We can establish Traditional IRAs for rollovers or investment options, set up Roth IRAs with tax-advantaged benefits.
Insurance & Annuities
We have access to a variety of insurance products that can help meet your financial security planning needs.
We will help you manage your money as effectively as possible with strategies, given your personal situation.
Our team is committed to placing your interests first.
Business Retirement Planning
We assist in establishing a business retirement plan suitable to meet your firm’s needs.
We can assist with selecting a savings plan for your child’s college education funding.
Retirement Income Planning
We utilize investments to maximize your portfolio including Social Security for steady income.
Our TeamYour Vision. Our Purpose. WFMG is a financial services firm dedicated to YOUR SUCCESS.
Finally, we monitor the process through follow-up meetings held annually, semi-annually or as necessary, and other communication to help you remain on track.