Welcome

We work with a broad spectrum of retiree's, business owners, and family groups. Our 26 years of experience, education, expertise, and knowledge allow us to help our clients develop estate and retirement strategies that include growth, conservation, distribution, and legacy planning.

If your needs include:

IRA/401(k) rollovers and positioning (conventional, Roth, and Stretch);
Wealth Management (asset management and tax positioning);
Income Planning (increasing cash flow, while conserving capital);
Distribution Planning (income planning, legacy planning, estate conservation);

Then, we should have a conversation to see if any common ground exists to develop a business relationship. If so, depending upon individual investor requirements and suitability, we can design conservative income producing portfolios to more aggressive growth oriented portfolios and anything in between. Contact us for an independent analysis of your needs.

For further information, e-mail may be sent to joel@financialsolutions-tx.com, or please call 866.240.2262 toll free.

Best regards,

Joel Williamson, CLU, LUTCF, Investment Advisor Representative

Advisory Services offered through Envision Investment Advisors, LLC. A SEC Registered Advisor.

	IRA Conversions
	Plan Distributions
	Mortgage Insurance
	Minimizing Estate Tax

Market Summary	Detailed Quote
Market Sectors	Symbol Lookup
Market Movers
A-Z Listings

Joel Williamson, CLU, LUTCF, is the principal of Financial Solutions. Joel is licensed for the sale of insurance products in Texas, New Mexico, Oklahoma, Kansas, Arkansas, and Nebraska. Additionally, Joel is licensed in Texas as an Investment Advisor Representative. Advisory Services are offered through Envision Investment Advisers, LLC., a SEC Registered Advisor.