Jay Williamson, CLU®, ChFC®, CFP®

Wealth Management Advisor

A Message from Jay Williamson

 “Plans fail for lack of counsel, but with many advisers they succeed”   -Proverbs 15:22


Our mission is simple.  We are servants.  We help our clients define and clarify their goals.  We develop steps needed to reach those goals and then most importantly, we insure that the actions are implemented in a fashion that feels right and comfortable and then we work together with you to stay on track. 


This is all done with integrity and clarity and results in satisfaction, peace of mind and the joy that comes with achievement.


All this with empathy and an understanding that the language around these issues can be foreign and that can be a barrier to progress-simply put, we will make sure it is all understandable and may actually become...fun!



The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.


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