Alan Williams, Cfp®, Cpa-Pfs Email & Phone Number

For more than 35 years, Accredited Investors Wealth Management® has integrated detailed financial planning and custom portfolio management to provide clients peace of mind. At Accredited, we work to align your money with your values, empowering you to spend your life wisely. Our team is comprised of professionals with skills and expertise in investing.

• Managed 8-10 staff and senior accountants in the preparation of individual and small business tax returns.
• Managed the adoption and implementation of PortfolioCenter financial database for Financial Services Department.
• Performed individual tax planning activities such as stock options planning, income and expense deferral and acceleration, quarterly estimated tax planning, and tax withholding calculations.
• Researched individual tax issues utilizing various tax research tools.
• Developed cash flow model to forecast long-term cash flows and the effect on a client’s net worth over time and to demonstrate how spending level could be too high or too low to meet long- and short-term financial goals.
• Trained tax preparers on individual tax issues.

• Developed and implemented financial plans to advise and assist clients with the best way to give to charity, pass wealth to family members, pay for children’s or grandchildren’s education, and diversify investment.
• Oversaw financial affairs of high net worth clients by assisting clients with the Premium/Shared Family Office program.
• Provided tax planning to clients.
• Produced comprehensive financial plans to provide a framework for clients to meet long- and short-term financial goals.
• Assisted with the design and implementation of a new investment structure and consolidated accounts from numerous custodians to one.
• Authorized by the Director of Asset Management to allocate assets and make trades during Director absence and assisted in investment research and implementation of model changes approved by investment committee.

• Researched and monitored mutual funds for approved fund list utilizing Morningstar and internet research, determined which mutual funds to use in portfolios, and prepared and presented information to investment.
• Analyzed the design and implementation of client investments, performing quarterly reviews and ongoing monitoring of 30-50 client portfolios to ensure portfolios maintained a consistent allocation strategy and met.
• Researched financial software packages and produced personal financial plans.
• Performed individual tax planning activities and prepared and reviewed individual income tax returns.