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Service and Value For Our Clients
Joel S. Williams is founder and Managing Principal of Joel S Williams & Associates (JSW&A). JSW&A specializes in assisting wealthy families, and affluent, privately-held business families with customized, leading edge strategies for their complex wealth and estate plans. With significant wealth accumulation and financial success comes an increase in complexity and options. It takes teamwork to design and implement integrated planning strategies. Our clients rely on and trust, JSW&A to assemble, coordinate and lead a team of experts to custom design plans that meet the challenges and support their family goals, dreams, business objectives and lifestyle needs. Joel S Williams & Associates understands and utilizes the power of Connective Wisdom to provide access to specific expertise and capabilities needed on an individual client basis. JSW&A and the Advisory Alliance teams allow us to offer a wide spectrum of services. Employing the Connective Wisdom of a variety of experts enables JSW&A to integrate investment and tax efficient strategies with value-adding business strategies - transferring the estate to loved ones - providing income for retirement - options for philanthropic decision-making - managing risk - and maximizing insurance strategies. With a fee-based approach to planning, our services focus on providing guidance rather than promoting financial products. Our clients have peace of mind in knowing that our goals are aligned with their goals and that serving their best interest always comes first. Commitment
What distinguishes the JSW&A experience is our ability to "listen" and accurately identify our client's core problems. Our entire team approach is based on a passion - to help our clients understand, and take action while being guided to implement the strategies to achieve their financial and life goals. Personal and Business Roadmaps
The most common obstacle to personal and business planning is a lack of clarity. We encourage our clients to think about life as a constant "journey of discovery". We believe that the Financial DNA process, created and implemented by Hugh Massey, is the key to helping our clients find balance between their life and money. We utilize this discovery process first with all our clients, understanding that their financial decisions must always be made in the context of this balance. Helping our clients uncover their "dreams" and discover their life purpose is also fundamental to their balance and planning. We are "dream" makers. We integrate our client's balanced life and dreams into their finances, and in so doing, give them the courage to live according to their unique design, in harmony and without regret. Our Family Wealth Goal Achiever TM process for families and the Objective Review TM process for business owners are tools that allow our clients to crystallize their thinking and their goals. With this clarity, knowing their values and what is important for balance in their life, we then map out a realistic and integrated plan, a roadmap. |
Estate Planning
Passing On A Legacy
The importance of planning for the future goes beyond merely transferring wealth or the family business. Through unique processes our team helps families create a vision and mission statement that will provide leadership and a legacy for the generations that follow. Retirement Planning
Turning Dreams Into Reality
Our goal is to help our clients make decisions that maximize the benefits of retirement for themselves and their families and make the transition to retirement as enjoyable as possible. Knowing how our client's want to live allows us to design and develop strategies to help them stay on track and live the lives they dreamed of. Charitable Planning
Inspiring Intentional Giving
Providing for the social well being of our country is a concept our clients participate in now. That participation is in the form of taxes. We help our clients focus on the choices and options available in lieu of income, capital gains, gift, estate and other taxes that the government will choose for them. We enable families and business owners to leave their legacy to future generations, while at the same time, leaving a social legacy to the causes they believe in most and truly care about. Risk Management
When The Unthinkable Happens
Most families wouldn't spend a day without insurance coverage for replacement of their physical assets like their home or automobiles. Yet, few families think about insuring their cash flow. If the family's breadwinners were to be injured or otherwise unable to work, it could cause major hardship for the family.Planning early is the key to effective risk management at the most affordable cost. We help keep a family's financial situation controlled and insured. Insurance Planning
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