Client-centered, independent advice and information using your goals and dreams - this is the foundation for my services. As a CPA and CFP® professional, I uphold the highest standards of professional services and ethics. Entrepreneurs, self-employed individuals, closely-held companies and foundations, in Tulsa and Southeast Oklahoma, are the clients in which I specialize. For more than 25 years, I have provided fee-based financial, retirement, tax, estate and investment planning and research to enrich the lives our clients.
To accomplish the goals of our clients, I developed a tax-efficient, proprietary process called The LifePlan Solution™. This 5-step approach to identifying, developing, reporting and monitoring of our clients' important financial goals creates confidence, clarity and commitment in our clients and friends.
By helping our clients develop plans to and through retirement, we utlize our tax expertise and mold it with our investment planning process to accomplish the desired results. Retirement planning is more than a buzz word to me - it is a life-changing process in which I provide my clients with direction, relationship and capability.
Before you make a lifetime decision, make certain you are confident about the advice you receive.
Thank you to all who have suggested endorsements for me. However, the SEC & FINRA prohibit us from displaying recommendations and endorsements on a LinkedIn profile. Alternatively, the highest compliment you can give us is the referral of a friend or relative.
Disclosures:
Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, Member FINRA/SIPC. Jimmy J. Williams is an Investment Advisor Representative of Compass Capital Management, LLC, a Registered Investment Advisor. Cambridge and Compass Capital Management, LLC are not affiliated.
321 S. Third St., Suite 4, P.O. Box 795, McAlester, OK 74502-0795
(918) 423-3222
(918) 423-3231 facsimile