Are We Right For You
Life has its ups and downs. But when it comes to financial difficulties, many are preventable. Through smart planning and disciplined action, Linscomb & Williams strives to manage all aspects of your financial life better.
Is Linscomb & Williams right for you?
|I want an experienced team watching my money.|
|We understand that many people don't believe their financial advisors are managing risk as closely as they like. At Linscomb & Williams, we’ve been doing this more than 50 years. We have managed risk through a variety of markets and economic climates.|
|I want a trusted advisor, not a commissioned salesperson.|
|We only provide investment advice, acting as your fiduciary. We provide you with advice and services developed with your best interest in mind, for one simple fee.|
|I want all my financial experts in one place.|
|Most firms help you with financial planning and investments, but lack tax, estate planning and other specialized expertise. At Linscomb & Williams, our team of professionals can help you get everything you need in one place. We can be a single source of financial advice for a variety of life events, simplifying your life and maximizing coordinated outcomes.|
|I want transparent, cost-effective fees, with no surprise bills.|
|Fees always matter to your bottom line. At Linscomb & Williams, we believe in full transparency. This extends to our fees, where we bill you one simple fee for investment advice. You simply get the help you need, when you need it.|
|I want to take advantage of tax smart strategies.|
|At Linscomb & Williams, we have many experienced investment professionals on our team. We are always on the lookout for smart strategies that have the potential for you to get more return without extra risk.|
|I want the checks and balances that experience brings.|
|You’ve worked hard to build what you have, so we believe risk management is imperative. We don’t believe it’s prudent to put all your investment decisions in the hands of a single person. Instead, we use a committee of experienced specialists, with systems that enforce checks and balances, so there’s always more than one set of eyes watching your money.|