Joe Williamson Email and Phone Number

What can you expect as a client of the Williamson Legacy Group?* We will actively manage investment risk in all types of markets allowing you to participate in the goodmarkets while we strive to reduce and manage risk in bad markets.* Our investment management process allows us to offer regular review of portfolios. We will helpyou choose an appropriate portfolio based on your risk tolerance and financial needs and goals.* Our 6 member team has a combined experience of over 95 years in the financial services industry.Having a larger team helps to ensure there will always be someone available to help you.* We will implement a disciplined review and follow up process that entails a regular schedule of proactivecontact. This includes developing a personalized action plan detailing your financial and retirement goals thatis frequently reviewed to help ensure you're on track.* We will coordinate with your CPA, attorney, and other professionals to address any issues outside of the investments we manage. We understand your financial picture is more than just investments. We encourage extended family member involvement when appropriate to help ensure open communication and legacy planning. I am committed to helping my community and am involved with many church ministries. My passion involves discipleship training and education along with welfare initiatives mainly in Africa.My wife, Maureen & I live in Carmel. Our four adult children are spread throughout the country & we have 5 grandchildren.This information is intended for use by residents of: IN, FL, CA, OH, NC, MI, WI, TX, IL, ID, TN, WA, GA, MA, CO, MS, NY, MN, AZ, OR, NM, MO, NJ, PA, SC, VA, & UT.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.