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Williams Investment Group
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Your team
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Legacy planning
Women and investing
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rbcwealthmanagement.com
Sign in
Home
Your team
About your team
Wealth management approach
Offerings
Services
Legacy planning
Women and investing
TV & articles
Seminars & events
News & market commentary
Contact
How can we help you?
Retirement planning
Help ensure you don’t run out of money.
Stress test your financial situation to see if you are on track.
Help you retire when you want with the lifestyle you want.
Transition your investments into income for retirement.
Help optimize your Social Security lifetime benefit through advanced strategies.
Help you select the most suitable Medicare supplement.
Assist with selecting a the retirement plan for your business: Sep, SIMPLE, 401(k), etc.
Investments
Create diversified, cost-efficient portfolios designed to withstand market volatility and help you achieve your goals.
Offer a 2
nd
opinion review of your existing investment and retirement accounts.
Share advanced, tax-efficient investment strategies for high net worth individuals.
Overall financial health
Advise as your family's Chief Financial Officer.
Provide a one page financial health projection w/ our exclusive Family Wealth Planner.
Help you during life transitions. Ex: Selling business, downsizing, divorce, death.
Find out how you compare to your peers.
Assist you with commercial and high end residential mortgages.
Legacy planning
Help ensure proper multigenerational transfer of wealth through estate planning.
Help ensure your children do not mismanage their inheritance!
Offer tax minimization strategies.
Facilitate charitable giving.
Insurance & family security
Fill any insurance gaps and potentially upgrade your existing insurance policy: Term Life, Whole Life, Long Term Care (LTC), and hybrids.
College
Establish and monitor educational funds.
Offer strategic planning to help maximize financial aid from colleges.
Women-Centric financial planning
Life planning for longer range lifespan.
Financial planning for widows.
Strategic planning during and after divorce.
Provide resources and coordinate finances to help with aging parents.