Williams Financial Services Corporation
Addressing All Areas of Your Financial Life
In order to help you increase your potential for success in all areas of your financial life, we take a comprehensive and consultative approach beyond investment consulting. This can include:
Wealth Enhancement
This process can be key to creating and maintaining your financial comfort. It can include:

• Managing resources and your portfolio
• Tax planning and tax efficiency issues
• Personal savings
• Simplifying your financial life
• Education funding

Wealth and Income Protection
We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners also might want to consider strategies to protect their wealth and the value of their businesses.

Wealth Transfer
Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.

Charitable Giving
We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.

We are not legal advisors.  The legal information herein is general in nature and should not be considered legal advice.  Consult an attorney for specific information on your individual situation.

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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.