hero-image

Williams Wealth Management LLC
James G. Williams 
Financial Advisor

930 Red Rose CT, STE 200A
Lancaster, PA 17601
Phone:
  • 717-295-1200
  • 800-735-1220
Fax:
  • 717-295-7169

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Focused on Building Holistic Plans with Unique and Actionable Solutions

It can be hard to find the right financial advisor to work with, especially if you are concerned with whether or not that person is both a professional and also someone who will be truly interested in what you have already accomplished and where you believe, you may need additional guidance. 

Working with an advisor who will always have your best interests in mind is the only client-advisor type of relationship to seek.  Your dreams, goals and aspirations are unique and you will want to work with someone who can help you answer two basic questions:

  • Will I make it?
  • Do I have any financial blindspots?  

To answer the first question, we go through a deep discovery process where we help you define everything that you are trying to accomplish in your financial life with a high degree of specificity.  We then take everything that you are doing financially and lay that on top of your goals and tell you, whether you may or may not make it.  If the answer is YES, we'll say congratulations and let you know that you're well on your way.  If the answer is NO, we'll identify the shortfalls and provide rational solutions to help you get back on your way.

Once we answer the first question, we then tackle the second which is Do you have any financial blindpots?  Because the worse thing would be to march off towards you goals, dreams and aspirations, only to be blindsided by something you didn't anticipate, that could harm yourself, your family or your business.  So next, we do a 360 degree look at you, from a financial perspective, to discover any risk exposure that you haven't uncovered, bring those issues to the surface and again provide you with rational solutions to help you get back on track.

At the end of this exhaustive journey, you have answered the two most fundamental and profound questions that you may have ever had, of the advisor industry and your financial life.

When you are ready to take the Next Steps towards your financial life, please contact us; we are here to help.

 

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