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Everything you need for the

We are here to ask questions and listen carefully, building an understanding of your values, dreams, and challenges to develop a plan tailored to your life. Explore the steps of our client engagement below:
Step 1

Initial Meeting

Initial Meeting

In our first meeting, we delve into your values, goals, and current financial situation. Together, we define the scope of our collaboration, ensuring clarity on responsibilities and establishing the mutual value of our partnership.

 

Step 2

Discovery Meeting

Discovery Meeting

Here, we meticulously organize and review your documents, set assumptions for your financial plan, and discuss hypothetical scenarios. This step lays the foundation for a comprehensive understanding of your financial landscape.

Step 3

Plan Presentation

Plan Presentation

Our third step involves presenting a detailed financial plan. This includes a thorough retirement feasibility analysis and a range of strategies and solutions designed to achieve your goals while optimizing your financial resources.

Step 4

Follow-Up

Follow-Up

Post-presentation, we maintain an active role in reviewing the plan implementation progress. We will review your monthly statement together to confirm your understanding and verify your access to view your accounts online.

Ongoing

Progress Meetings

Progress Meetings

Our commitment to your financial well-being extends beyond the initial phases. Through regular progress meetings, we provide detailed insights into investment performance, updates to your financial plans, and track the ongoing progress toward your established goals.

Planning

We believe a thoughtful financial plan brings clarity and focus to your life. Our financial planning services turn your financial goals into easy-to-understand, actionable strategies that are personalized to your needs, so your dreams become reality.

Retirement Planning

Tax Planning

Business Owner Planning

Estate & Trust Planning

Health & Insurance Planning

Education Planning

Charitable Giving

Net Worth & Cash Reserves

Investment Management

Using both passive and active traditional equity and fixed income investments, in combination with exclusive alternative investment managers, our time-tested investment strategies are designed as all-weather portfolios so you can feel confident that your portfolio is well-diversified with the aim of turning your dreams into reality.

Are You Ready for Retirement?

Retirement planning is in our DNA. Through a collaborative, team-based approach to comprehensive financial planning, you are empowered to make thoughtful and informed financial decisions while our dedication to rigorous research and objective investment management will give you confidence about your future. Wealth management, combined with our personalized approach to service, will lead you toward a fulfilling retirement.

CERTIFIED FINANCIAL PLANNER™

Let the CERTIFIED FINANCIAL PLANNER™ professionals at Williams Asset Management help your wealth management needs. Whether you need comprehensive and holistic financial planning or investment management, we can help! We are fee-based, independent financial advisors located in Columbia, the heart of Howard County, Maryland. 

Chartered Financial Analyst®

Chartered Financial Analyst® charterholders play a vital role in investment management by leveraging their expertise to guide clients in making informed decisions. With their deep understanding of financial markets and rigorous research methodologies, CFA® professionals design personalized portfolios that align with client’s goals and risk preferences, aiming for long-term growth and wealth preservation.

Accredited Investment Fiduciary®

At Williams Asset Management, we’ve assembled a team of professionals with diverse accreditations and specializations, all bound by a shared commitment to prioritize our clients’ best interests. Our AIF® advisors will ensure you are on a fiduciary-guided financial journey and will prioritize your financial well-being. 

Chartered Retirement Planning Counselor™ Certification

Embark on your retirement journey with confidence alongside our CRPC® certified professionals at Williams Asset Management. We not only understand the intricacies of retirement planning but also work diligently to tailor strategies that align with your unique financial situation, guiding you along your path to retirement success.

Invest in your life