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Williams Financial Planning, Inc.

Williams Financial Planning, Inc.

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Timely Topics

Two award-winning firms come together

Two award-winning firms come together As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. The combined company will retain the Schwab name, and will reflect the

Glenn Williams CFP® November 25, 2019November 25, 2019 Timely Topics Read more

6 Tips To Avoid Scams This Tax Season

6 Tips To Avoid Scams This Tax Season ___________________________ As we get into the middle of the 2018 Tax-Filing Season, it is important to be alert so that you can protect your information, your assets and your peace of mind.

Glenn Williams CFP® March 11, 2019May 5, 2019 Timely Topics Read more

Recent Posts

  • May 16, 2022: Inflation takes center stage.
  • May 9, 2022: Tighter money policy; Market drops.
  • May 2, 2022: Economy slows; Stocks retreat.
  • April 25, 2022: Powell favors quick movement on rising interest rates.
  • April 18, 2022: Earnings seasons begins.

Disclosure

Check the background of this investment professional on FINRA's BrokerCheck

Investment Advisory Services are offered through Williams Financial Planning, Inc., a registered investment adviser. and Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Please remember that securities cannot be purchased, sold or traded via e-mail or voice
message system. Likewise, insurance coverage cannot be bound, altered, or
cancelled via e-mail or a voice message system.

Williams Financial Planning, Inc. conducts business by appointment only. Investments involve risk, and any and all information or ideas should be discussed in detail with a qualified financial adviser and/or tax professional prior to implementation.

States

Williams Financial Planning Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

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