Williams Financial Services Corporation

Second Opinion Service
Are you concerned about the volatility and complexity of today’s financial market?

Do you know someone who has questions/concerns regarding the strategy being utilized for their investments and is trying to decide whether or not to switch financial advisors?

Did you know that 401(k) participants now can obtain investment advice regarding their defined contribution and deferred compensation plans if they direct their own investments?

Williams Financial Services Corporation offers our best clients, and the people you care most about, a Second Opinion Service (SOS) free of charge.  This service consists of two, one-hour consultations, during which we go through a discovery process to gain an understanding of your current situation, your goals for the future, and any gaps which exist.   During these independent, objective consultations, we will conduct a thorough analysis of your portfolio, answer any questions you may have and help you determine whether your portfolio is properly designed to achieve your goals. 

We will let you know if you are in good shape with your current provider.  If we feel that a change in financial advisors is warranted, but we’re not a good fit, we’ll direct you to someone who can assist you.  Lastly, if we determine that we can make a major impact in helping you reach your goals, we’ll ask if we can begin the process of working with you. 

Contact us today to receive a free SOS gift certificate.

Linked In
4000 Mitchellville Road, Suite, B226 Bowie, Maryland 20716 | p: 301.805.5538 | f: 301.805.0124 | info@kqwcpas.com
Securities & Investment Advisory Offered Through H. Beck, Inc., Member FINRA, SIPC | Williams Financial Services Corporation and H. Beck, Inc. are unaffiliated. H. Beck, Inc does not offer tax/accounting services. Williams Financial Services Corporation currently has individuals licensed to offer securities in the states of AZ, CA, CO, DC, FL, MD, NC, NY, PA, SC, and VA and insurance products in the states of AZ, FL, MD, PA, and VA.  This is not an offer to sell or solicit securities in any other state or jurisdiction.   However, if you reside in a state other than a state listed, please inform us.  Proper licensing must be obtained before advice is offered.