LAVON A. WILLIAMS, Registered Principal
TRUST. UNDERSTANDING. OPEN COMMUNICATION. Our committment to you.
We are an independent financial advisor and wealth manager. We can help you simplify your financial life, optimize your investments, and assist you in your personal financial planning. We will work closely with you to help grow and preserve your wealth and achieve your most important financial goals. Our mission is to be the principal advisor for all aspects of our clients' financial lives. To do this, we take a comprehensive approach to develop an in-depth understanding of each client's individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions. As a fully independent financial advisor, we offer a broad array of financial products and services to meet your specific needs. We work exclusively for the benefit of our clients and define success on your terms. |
Asset & Investment Advisors, Inc. |
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This calculator can help you determine whether you should consider converting to a Roth IRA. Use this calculator to estimate how much income and savings you may need in retirement. How Long Will Your Funds Last? Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. |
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210 Peters Street, Suite A Phone: 918.647.5700 |
*Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Asset & Investment Advisors, a registered investment advisor not affiliated with SagePoint Financial, Inc.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, KS, LA, MA, MO, MS, NC, NM, NV, OH, OK, SC, SD, TX, UT, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.