Linscomb & Williams specializes in helping clients who are approaching retirement or already retired.
- You’re unsure when you can retire.
- You’d like to know your best strategy for social security.
- You wonder what will happen to your portfolio during the next downturn.
- You worry about generating sufficient income.
- You don’t have your estate planning complete.
- You’d like to save more on taxes where possible.
- You need to finalize your estate planning.
- You want help with structuring financial gifts to family.
- You want help with long-term care issues, or other elder care issues.
We’ll help you get organized and feel confident about your future.
- Comprehensive financial planning
- Retirement income strategies
- Investment management
- Tax-efficient investing
- Estate planning
- Charitable contribution planning
- Long-term care planning