Welcome to Williams Tax & Financial Services
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.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Currency has been around for a long time. Here’s a quick history lesson.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The tax rules that govern donating art are complex and confusing. Take a closer look.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Lifestyle considerations in creating your retirement portfolio.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It’s never a bad time to speak with your financial advisor about changes in your situation.
You’ve made investments your whole life. Work with us to help make the most of them.