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.