Serving Individuals, Families, and Businesses, alike
![]() We're in the early stages of a retirement crisis in this country. The #1 concern of people approaching, or at retirement age is running out of money. The major reasons for this dilemma are people who have been “following the crowd” and, of course, procrastination. However, between now and then, we are all faced with numerous financial decisions. Would it be of value to understand how to get the most out of your money? My mission is to teach people how money works, and how to get the most cost-efficient use of their money As an independent, full-service, financial advisor, I help people and businesses with their financial planning, risk management, and decision processes. Client objectives are often topics such as: retirement planning, security for their loved ones, education funding, traveling, philanthropy, and chronic care concerns to name a few. Business owners have additional concerns. A well thought out plan can help with finding the most efficient ways to make major purchases, e.g., buying a car or a house, funding an education, supporting your lifestyle once you have stopped working for a living, and on and on. So, do you have a current, written, financial plan in place?
If you answered “no” or “I don't know” to any of those questions, or would like a 2nd opinion of your current plan, perhaps we should have a conversation sometime soon.
NOTE: Due to my securities licensing, I can not have testimonials on my materials. |
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Please use my Web site as a resource. Do not hesitate to contact me for additional information, or schedule a meeting. Thank you for your interest.
David A. Williamson is licensed to sell insurance through various independent insurance companies in California (CA Ins. Lic. 0G56679) and Idaho.
Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor
Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC.
Cambridge and Foothills Regional Insurance & Financial Solutions are not affiliated.
Newsletters
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.