Investment advisory services offered through Mutual Advisors, LLC DBA Wise Capital Partners, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies. The views expressed are the views of the advisor(s) on this page and do not necessarily reflect the views of Mutual Advisors, LLC or any of its affiliates. Reviews are able to be publicly made by clients or non-clients… Show more Investment advisory services offered through Mutual Advisors, LLC DBA Wise Capital Partners, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies. The views expressed are the views of the advisor(s) on this page and do not necessarily reflect the views of Mutual Advisors, LLC or any of its affiliates. Reviews are able to be publicly made by clients or non-clients without input from the advisor(s) on this page and may or may not represent views of current clients or prospects. The reviews are not actively curated and should not be construed as being representative of the opinions of all clients or prospects.CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Show less

Specialties are retirement planning for higher education (ORP/403(b)), 401(k)/qualified-plan and IRA rollovers, College Funding–529 Plans and Life Insurance.Our mission is to provide the finest financial planning service by uniting the best technology, outstanding talent, and superior leadership to create a relationship of trust that benefits our clients, team members, and our community.Please note that current regulatory policy does not allow me to receive endorsements of… Show more Specialties are retirement planning for higher education (ORP/403(b)), 401(k)/qualified-plan and IRA rollovers, College Funding–529 Plans and Life Insurance.Our mission is to provide the finest financial planning service by uniting the best technology, outstanding talent, and superior leadership to create a relationship of trust that benefits our clients, team members, and our community.Please note that current regulatory policy does not allow me to receive endorsements of Skills and Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services, or the performance of your accounts. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Williams Financial Group unless otherwise stated. Information provided is for educational purposes only and should not be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Securities offered through WFG Investments, Inc., Member FINRA & SIPC . Investment advisory services offered through WFG Advisors, LP. I am currently licensed to offer securities in the states of AR, CA, FL, LA, MO, MT, NV, NY, NC, OH, OK, SC, TX, and UT. This is not an offer to sell securities in any other state or jurisdiction. Show less

Established ORP/403(b) Division. Retirement Planning for higher education (ORP/403(b)), 401(k)/qualified-plan and IRA rollovers, College Funding–529 Plans and Life Insurance.

Retirement Planning for higher education (ORP/403(b)), 401(k)/qualified-plan and IRA rollovers, College Funding–529 Plans and Life Insurance.