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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

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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