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Williams Capital Corporation

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Williams Capital Corporation

Profile:

At Williams Capital Corporation we seek to integrate the disciplines of tax, investments and insurance into a comprehensive plan designed to meet the needs of families and small businesses. Everyday you are faced with financial decisions that can affect your ability to save and invest for the future. Have you ever wondered:

   How to plan for retirement?
   How to buy your first home?
   How you'll pay for your child's college education?
   Whether you are overlooking legitimate tax deductions and paying more income tax than necessary?
   Is it wiser to pay down your mortgage debt or invest extra money into your retirement plan instead
   How do you set up a budget and stick to it?
   Should you borrow against a life insurance policy or 401(k) retirement plan?
   What type of IRA or other type of retirement account should you have?
   How will you fund possible future long-term care costs? Do you have enough money?
   Do you have enough life insurance?
   Do you have the right type of life insurance product?
   How do you pay monthly expenses if you are sick or hurt and cannot work?
   How do you know whether your investment managers are among the best available?

The way you answer these questions today can have a huge impact on your finances and financial security tomorrow. Even a small investment made on a regular basis can grow to a substantial sum over a period of years, depending on the rate of return. Sometimes, simply repositioning investments or changing strategies can shelter a sizable portion of your income. Knowing where to look for these opportunities is all part of smart planning. We offer the answers to these questions based on your unique financial circumstances and offer the right products to fulfill your needs. We offer tax preparation and planning services, and a full array of insurance and investment products.

Overview:

We offer investments through Securities Service Network, Inc. (Member FINRA/SIPC), a full-service broker-dealer offering a comprehensive selection of specialized investment products including mutual funds, annuities, stocks, real estate, and other securities.

We also maintain the ability to offer fee-based investment advice by the hour for clients desiring an alternative to product recommendations (Request our Form ADV Part II disclosure for more specifics).

Products offered are selected on the basis of superior management, past performance, timeliness, and structure. Meeting these criteria eliminates products with poor or mediocre performance, raising the probability of favorable outcomes for our investors.

Because the financial services environment has been and continues to be increasingly complex, we put ourselves at the forefront of innovative product selection and product application through our use of third-party unbiased research services.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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