Williams Financial Services Corporation

The Wealth Solution: Bringing Structure to Your Financial Life
Executive Summary


The Wealth Solution defines a distinct, comprehensive process for managing your wealth that is built on more than eight decades of academic and behavioral research as well as extensive practical experience, including insights into how truly wealthy families create, enhance and sustain their wealth. It also focuses on the common strategies that have provided a sound foundation for these families’ decisions over many decades.

In order to help you maximize your potential for success in all areas of your financial life, the book takes a comprehensive approach, addressing four key areas.

   • Wealth Enhancement
   • Wealth & Income Protection
   • Wealth Transfer
   • Charitable Giving

Although the book’s primary focus is on financial wealth, it is important for you to determine your own definition of wealth. After all, there is a big difference between being rich and being wealthy. Being rich may mean that you live a lifestyle full of the latest cars, gadgets, travel and clothes; it doesn’t mean that you are accumulating assets. Conversely, the wealthy usually have specific, defined goals for their money, and are able to make wise financial decisions with these goals in mind. They are also willing to sacrifice a more luxurious lifestyle now for a comfortable and consistent lifestyle in the long run. How many people do you know whom you consider truly wealthy, versus those who merely “live large”?

The Wealth Solution
can help you focus on what really matters in your financial life and adopt a sound, academically-driven process that takes into account more than just your investments. We hope the book will inspire and motivate you to become a better steward of your wealth and your financial future.


 
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4000 Mitchellville Road, Suite, B226 Bowie, Maryland 20716 | p: 301.805.5538 | f: 301.805.0124 | info@kqwcpas.com
Securities & Investment Advisory Offered Through H. Beck, Inc., Member FINRA, SIPC | Williams Financial Services Corporation and H. Beck, Inc. are unaffiliated. H. Beck, Inc does not offer tax/accounting services. Williams Financial Services Corporation currently has individuals licensed to offer securities in the states of AZ, CA, CO, DC, FL, MD, NC, NY, PA, SC, and VA and insurance products in the states of AZ, FL, MD, PA, and VA.  This is not an offer to sell or solicit securities in any other state or jurisdiction.   However, if you reside in a state other than a state listed, please inform us.  Proper licensing must be obtained before advice is offered.
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