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4474 Cerritos Ave. 

Los Alamitos, CA 90720

(562) 493-1533

steve@williamstaxandfinancial.com steve.williams@hdvest.net

18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Welcome to Williams Tax & Financial Services 

"Wealth Preservation"


Williams Tax & Financial Services is based in Los Alamitos, CA. We assist clients throughout the U.S. who want objectivity without any product/sales influence. Formed in CA in 1958.

Our Highest Priority is to create value and peace of mind for our cleints by offering the following comprehensive services:

  • Tax Preparation and Audit Representation
  • Portfolio Analysis*
  • Assest Allocation Design*
  • Investment Management*
  • Stock Option Planning*
  • Estate Planning
  • Retirement Planning
  • College Funding Strategies
  • Educational Seminars

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals* provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

For more information on our firm, we invite you to explore our website, to call us at (562) 493-1533 or to email us. We look forward to discussing your personal needs and how we might provide tax planning investment advisory services and financial support to you.

*These services are offered by Steven Williams through his affiliation with HD Vest.

Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

 

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Surprises

Making the most of surprises is a great reason to work with us.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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