The Williams Team - Questions Before we Begin

By: Williams Ipc  09-12-2011

    Common Questions before we begin..

Below are some of the common questions new clients have when we meet for the first time. Perhaps you have some of the same questions; perhaps you need answers to other concerns. Our commitment to each new client is to answer all of your questions before we ask you to proceed.

Typical Questions

? So many approaches seem pre-packaged; can anyone tailor a package specific to our needs?

? When was the last time someone really listened to us before they tried to sell us something?

? How much money do I need to maintain my lifestyle in retirement?

? I am about to retire; how can I best manage my affairs?

? With all of the recent volatility in the stock market, are there other types of assets or investments that may be a better choice for me?

? We want growth but how do you manage the risk?

? Do you only manage our money or do you take care of our other financial needs as well?

? Costs and fees are a mystery to me; how do you get paid?

? Do you invest your money in the same way you are recommending that I invest mine?

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The Williams Team - Our Team

With your existing professionals, and if appropriate. Adaptable to your evolving long term needs. Long-term relationship we must provide you. Will be more successful in achieving their. Total wealth management serves our clients.


The Williams Team - Our Practice

The Williams Team offers you caring, commitment, and confidence – from the moment you first enter our practice. The combined strengths of the individuals on our team clearly differentiates us from our competitors. We are very proud of the Team we have assembled to meet your financial needs.