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September 2010 Newsletter

Year-End Tax Planning--Special Concerns for 2010

How Will Financial Reform Affect You?

Transferring Your Family Business to Your Children



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Tom is the Client Service Associate at Williams Wealth Management Group, Inc.

Tom joined the Williams Wealth Management team in January 2010, and is looking forward to assisting clients and provide outstanding customer service.  Born and raised in Bradenton, Tom is a recent graduate of the University of South Florida, where he graduated with a Bachelor of Science degree in Finance.

Tom is an active member of Young Life Youth Ministry.  In his spare time, he enjoys playing sports, exercising, going to the beach, and spending time with his wife Hanna.

 

 

Education
B.S. Finance – University of South Florida

Registrations
Life, Health, and Variable Annuity

 

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3639 Cortez Road West, Suite 225 Bradenton, FL 34210
Tel: (941) 756-4500 Fax: (941) 756-4544 Email:
Info@WilliamsWealth360.com

Securities offered through LaSalle St. Securities, LLC, a Registered Broker Dealer
940 N Industrial Drive, Elmhurst, IL 60126-1131 Member
FINRA/SIPC.
Advisory Services offered through Williams Wealth Management Group, Inc., a Registered Investment Advisor. Williams Wealth Management Group, Inc., is not affiliated with LaSalle St. Securities, LLC

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