At J.F. Williams, Co., Inc., Financial Planner Juan Guevara, CFP® shares a client tax-projection review focused on clarity, not pressure. We validate key details, explain the likely outcome, and provide context around the January 15 estimated-tax deadline, including what it may mean if a client can’t reach their CPA in time.
Life rarely goes as planned, but with a trusted financial partner, you gain clarity and confidence through every change. At J. F. Williams Co., Inc., we empower you to make informed decisions while always keeping you in control. Let’s build a partnership that adapts as life evolves on your terms.
Discover how J. F. Williams Co., Inc. lives out our commitment to “Planning with Purpose, Partnering for Every Stage of Life.” In this post, we share the meaning behind our slogan and how it guides every client relationship, helping individuals and families navigate transitions, honor their values, and build lasting partnerships through all of life’s stages.
Celebrating 30 years of trusted financial guidance, J. F. Williams Co., Inc. reflects on its legacy of helping clients navigate life’s transitions with clarity and care. Discover our journey, team milestones, and ongoing commitment to client success.
The questions we ask - both out loud and in our own minds - play a powerful role in shaping our lives. Drawing on insights from Henri Nouwen, Jacqueline Kelm, and Dan Sullivan, this piece explores how intentional questions can guide our thinking, clarify our priorities, and influence the direction of our decisions.
A successful retirement experience takes more than money. As you plan for your life in retirement, your current skills, interests, values, and preferences should be given thoughtful consideration. These characteristics will be the personal assets that you take with you into retirement to make it a successful and satisfying chapter of your life.