Financial Services for School Employees

Money, and managing it, requires a lot of attention. Not only can wealth management quickly turn into a full-time job on its own, it can be difficult to develop the best strategies to help toward achieving your short and long-term goals.

School Employees

Financial Services for School Employees

Planning for your retirement is one of the most important things you may have to do. At the same time, many people feel inadequately equipped to deal with it. In fact, many school employees feel they don’t have the knowledge or time to fully understand all the options out there or how they work. Williams & Company has knowledgeable staff that strives to help ensure you make well informed decisions regarding your retirement plan. Our focus is to guide you through the questions and help you create a retirement strategy.

Representative is registered with and offers only securities and avisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. (800) 874-6910. Williams & Co. and PlanMember Securities Corporation are independently owned and operated companies. PlanMember is not responsible or liable for ancillary products or services offered by Williams & Co. or this representative.