Williams Financial Services Corporation
Working Together for Your Lifelong Success
With the many demands on your time and the complexities of the financial decisions you face, it no longer makes sense to face life’s transitions without the kind of comprehensive wealth advisory approach we provide.

Process Driven Approach
Our distinct, consultative and comprehensive process helps us identify, understand, and create dynamic and flexible long-term wealth solutions for our clients.
Team of Experts
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with
a team of experts to determine the most beneficial course of action and strategy for all of your wealth needs.
Managing the 3 Major Financial Risks
 We help you plan for and control the three major risks investors must contend with:
• Investment Risk — We focus on the right portfolio allocation for your situation, with a
  special emphasis on minimizing one of the great enemies of wealth — volatility.

• Behavior Risk — We are committed to being your financial “conscience,” so you don’t
  let emotions compromise the integrity of your portfolio and financial future.

• Longevity Risk — With many Americans now spending three or more decades in retirement,
   we help you plan for a long and comfortable retirement.
When you think about what you have achieved in life, one fact is illuminated: You and your wealth can do an enormous amount of good for many, many people — not just yourself and your family, but your community, even the world at large.

In the end, then, you have a responsibility to make smart decisions about your wealth, so that it can do as much good as possible.  You owe it to yourself and to the people and organizations you care about most to work with an independent wealth advisory firm, like ours, which can help you do the job right.

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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.