Wealth Management Since 1971

Retired

Linscomb & Williams specializes in helping clients who are approaching retirement or already retired.

Common challenges:

  • 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.

Key Services:

  • Comprehensive financial planning
  • Retirement income strategies
  • Investment management
  • Tax-efficient investing
  • Estate planning
  • Charitable contribution planning
  • Long-term care planning

READY TO HAVE A REAL CONVERSATION ABOUT SECURING YOUR FUTURE?

Schedule a free "no strings attached", first conversation.
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