Williams Financial Services, LLC

Registered Investment Advisor

• Individuals planning on investing a minimum of $500,000 for at least five years, or be a high net worth individual willing to accept short term market risks.  WFS reserves the right to waive the $500,000 minimum under special circumstances. 

• Individuals that are interested in delegating the selection and timing of security purchases and sales to an investment manager. 

• Individuals willing to accept market declines of at least 25% in order to potentially achieve the higher returns associated with equity investing.

For more information about our services, please contact us at dan@williamsfinancialservicesllc.com.