Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Michigan > Livonia > James B. Williams, CFP®
Find the Certified Financial Planner™
Who's right for you.

James B. Williams, CFP®

Jim Williams Financial

15431 Middlebelt Rd
Livonia, MI 48154-3805
Phone: (734) 422-6127
Fax: (734) 422-0030

Toll-free: (800) 851-6355

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

Considerations: Planning for Surviving Spouses

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.