Kathy Williams, Rfc® Email and Phone Number
Kathy Williams, Rfc® work email
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Kathy Williams, Rfc® personal email
For more than 28 years, our primary focus has been on helping individuals achieve financial success and fulfillment. We understand that the level of satisfaction in your life is closely tied to your financial skills and the guidance you receive from those who support you. At our core, we prioritize your needs and interests. As a fee-based organization, we do not rely on commissions to promote specific products. This ensures that our advice remains unbiased and always serves the best interests of our clients.Our expertise lies in guiding seasoned investors to new heights, empowering high-achieving professionals and business owners to tap into their own abilities. We are dedicated to helping others succeed and have made it our mission to focus on planning, encouraging, empowering, and educating women, small business owners, federal and state employees, and veterans. We believe in helping these individuals align their values with their financial goals.We work closely with our clients to create personalized financial plans that align with their values, goals, and desired accomplishments. Our aim is to help them effectively manage their money and assets, build wealth, retire successfully, and live the life they desire.Even individuals who are intelligent and financially successful can face challenges when it comes to managing their finances due to busy careers and family responsibilities. As financial planning and wealth management professionals, we find joy in guiding our clients and solving their financial problems. We are here for them through all of life's ups and downs, overwhelming times, and major life changes such as widowhood, divorce, selling their businesses and retirement.With our extensive experience and knowledge of serving families in Oklahoma and across the United States, we believe in forming a partnership with our clients. As your consultative partner, our goal is to help you envision your desired future, address any gaps in your financial strategy, and take a long-term view of your family's wealth. Remember, you only have one life to plan for.To learn more about our services, please visit www.financiallighthouse.net
Osaic
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Branch ManagerOsaic Jul 2002 - PresentUnited States -
Branch ManagerOsaic Jul 2002 - PresentUnited States -
Financial Planning And Wealth Management Registered Financial ProfessionalAdvance Financial Lighthouse Feb 1996 - Present4334 Nw Expressway, Ste 268 - Oklahoma City, Ok 73116We are a firm experienced in Financial Planning, Wealth Management, Wealth Building, and Wealth Preserving through Insurance Protection. We provide advice and analysis of investments and create financial plans for our clients by making direct or indirect recommendations regarding securities or securities markets. We engage in the regular business of providing advice regarding securities and financial planning at the highest fiduciary level for our client by putting the best interest of our client before our own through Our Broker - Dealer and Registered Investor Advisor affliation Osiac** Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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Kathleen Williams, Rfc ® - Ceo Of Advance Financial LighthouseAdvance Financial Lighthouse Feb 1996 - Present4334 Nw Expressway, Ste 268 - Oklahoma City, Ok 73116Kathleen Williams is the CEO of Advance Financial Lighthouse, Inc. She is responsible for strategy, vision and values created by the firm. She handles key decisions regarding the company, which includes fields of the business, operations, marketing, business development, finance, human resources, and team building of financial advisors and staff. Kathleen handles all due diligence for new investment product research and is in constant contact with our Broker - Dealer affliation - Osiac We offer our insurance, wealth management, financial planning and investments through Osiac * our Broker - Dealer and Registered Investment Advisor Affiliation. *Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Kathy Williams, Rfc® Skills
Kathy Williams, Rfc® Education Details
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Organizational Leadership -
Organizational Leadership
Frequently Asked Questions about Kathy Williams, Rfc®
What company does Kathy Williams, Rfc® work for?
Kathy Williams, Rfc® works for Osaic
What is Kathy Williams, Rfc®'s role at the current company?
Kathy Williams, Rfc®'s current role is Registered Financial Professional | Wealth Manager | Financial Life Coach, helping Individuals, families & businesses to Plan, Accumulate, Grow, Preserve & Manage wealth to align their values and purpose with goals..
What is Kathy Williams, Rfc®'s email address?
Kathy Williams, Rfc®'s email address is kw****@****ice.com
What schools did Kathy Williams, Rfc® attend?
Kathy Williams, Rfc® attended Southern Nazarene University, Southern Nazarene University.
What skills is Kathy Williams, Rfc® known for?
Kathy Williams, Rfc® has skills like Public Speaking, Strategic Planning, Financial Planning, Social Media, Customer Service, Asset Management, Business Development, Recruiting, Equities, Uniform Combined State Law, Financial Analysis, Financial Modeling.
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