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WILLIAMS & COMPANY FINANCIAL SERVICES, LLC
Although most of us desire wealth and financial success, we face the challenge of how to achieve our goals. Taking action to ensure your sound financial future is one of the most important tasks you will ever undertake.
Why Williams & Company Financial Services, LLC?
We provide you with highly professional asset management services that have a comprehensive quarterly report in addition to monthly statements. A primary advisor services every client. However, unlike most firms, all of our advisors work together as a team so our clients can receive the firm’s best service.
Fulfilling Your Financial Goals
Williams & Company Financial Services, LLC, can assist you determine where you are today, decide where you want to be in the future, develop a plan to move forward your goals and make it happen.
Creating An Investment Strategy
- Individualized asset allocation analysis and portfolio development that reflects your unique tax, income and capital gains considerations
- Ongoing investment monitoring and evaluation
- Unbiased performance measurement and reports
- Professional Asset Management
- Mutual Funds, Stocks, and Bonds
- Professional planning for Estate and Inheritance Tax
Retirement Planning
- Qualified Retirement Plan: 401(k)
- Profit Sharing
- Age Weighted and Cross Tested Plans
- Roth and Simple IRA
- SEP Plans
Protecting Your Future
Although most of us understand the importance of life insurance, we may have difficulty determining what kind and how much we need. At Williams & Company Financial Services, LLC, we recommend a plan that is customized to your short and long-term needs.
Insurance Products
- Life Insurance, Variable Life Insurance and Index Life Insurance
- Business Insurance
- Individual Insurance
- Term Insurance
- Annuities, Variable Annuities and Index Annuities
Our single biggest asset is our people. Professional designations, industry accreditation, and rigorous training programs provide a solid foundation for the knowledge and expertise of Williams & Company, P.C.’s employees.
Contact Doug Larson regarding our Financial Services.
DOUGLAS M. LARSON, CPA
Doug is the Registered Representative for Williams & Company Financial Services, LLC. He joined the firm in January 2006 and provides sales and customer service of financial services including investments, insurance, and employee benefit plans. Doug is currently an Investment Advisor Representative, Registered Representative, and licensed in Life, Health and Accidental Death & Dismemberment Insurance.
Doug is a graduate of Buena Vista University with Bachelor of Arts Degrees in Accounting, and Management Systems and Personnel. Doug received his MBA in Finance Specialty from Western Illinois University in 1999. Doug is also a graduate of the National Graduate Trust School sponsored by the American Bankers Association.
Professional affiliations include American Institute of Certified Public Accountants, Nebraska Society of Certified Public Accountants, Founder and past President of Western Illinois Estate and Financial Planning Council, past Director of the International Association for Financial Planning, past member of the Iowa Society of Certified Public Accountants.
Doug is a past President and Director of the Omaha Morning Rotary. Doug has also served many civic organizations including the Clive, Iowa Chamber of Commerce, American Cancer Society, Red Cross and Hospice.
Back to Our Services
Disclaimer Notice:
~ Securities offered through ProEquities, Inc., a Registered Broker Dealer and member FINRA and SIPC. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Honkamp Krueger Financial Services, Inc., Williams & Company, P.C. and Williams & Company Financial Services, LLC are independent of ProEquities, Inc.
~Please be advised that presently Douglas Larson holds Series 7 and 63 licenses in the states of Iowa, Minnesota, North Dakota, Nebraska, New York, Ohio, South Carolina and South Dakota. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Douglas Larson before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
~Please Note: The information being provided is a courtesy. When you link to any of the websites provided herewith, you are leaving this site. ProEquities, Inc. makes no representation as to the completeness or accuracy of information provided at these sites; nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Williams & Company, P.C. website and assume total responsibility and risk for your use of the sites you are linking to.
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