Williams Financial Services Corporation

Working in Concert
We’ve been reminded repeatedly in recent years that navigating financial markets is not an easy task.  Additionally, the intricacies of building a plan that takes into account investments, estate planning, tax strategies, wealth protection and preservation and other components can make coordinating your financial life a difficult job. 

We take great care in assembling a team of financial professionals who will work in concert to make sure all aspects of your financial life are being addressed.

In addition to our wealth advisory services, your team may include

• Certified Public Accountant

• Estate Attorney

• Insurance Specialist

Depending on your needs, we may bring in other experts and planning professionals, such as a Valuation Specialist or a Charitable Giving Specialist, to address specific issues.

We will coordinate each professional’s individual expertise and incorporate their recommendations into your wealth plan as appropriate. We also can integrate any of your current financial professionals into our team approach.

Having your own team of experts working closely together helps increase the effectiveness of your plan and makes sure it stays in sync, with every item properly addressed.

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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.