Wealth Management Since 1971

Business Owners

Linscomb & Williams specializes in helping entrepreneurs and business owners.  We understand your unique challenges and can help you secure your own financial future, apart from your business.

Common challenges:

  • Your wealth, is likely to be overly concentrated in your business.
  • You’re too busy focusing on business to give separate attention to your own financial life.
  • You want to make sure your lifestyle and future are not overly impacted should an unexpected event negatively impact your business.
  • You need help with an exit plan for your business.
  • You need asset protection strategies.
  • You’d like to save more on taxes, when possible.
  • You want help with retirement planning for your valued employees.

We’ll help you get organized and feel confident about your future.

Key Services:

  • Comprehensive financial planning
  • Investment management
  • Tax-efficient investing
  • Succession planning
  • Retirement planning
  • Education planning
  • Estate planning

Learn more about how Linscomb & Williams can help you achieve your goals.

READY TO HAVE A REAL CONVERSATION ABOUT SECURING YOUR FUTURE?

Schedule a free "no strings attached", first conversation.
Talk with us today!