Helping You with Special Situations
Helping You with Special Situations
At Linscomb & Williams, we prefer and recommend a full-service, multi-generational approach to wealth management. We’re prepared and experienced to stand beside you and your family and help you with each financial stage of your life.
Life events can be stressful and complex. Often, these can become a myriad of financial decisions. We’ve all looked back and regretted financial decisions made under stress or without the benefit of full information. That’s where our team comes in. Our professional staff can help you with a barrage of specific situations, to make sure you have sound financial advice, so you can make the best decisions possible.
- Loss of Spouse
- Divorce
- Special Needs Planning
- Elder Care Planning
- Executive Benefits/Stock Options
- Inheritance
- Charitable Giving
- Legal Settlements
- Long-Term Care
- Retirement Plan Distributions
- Wealth Transfer
The breadth and experience of our team allow us to pull in team members who are best suited to advise you in these times.
No matter what life brings your way, we make sure you’re prepared.