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Home > Financial Planner Directory > Oklahoma > McAlester > Jimmy J. Williams, CPA/PFS, CFP®
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Jimmy J. Williams, CPA/PFS, CFP®

Compass Capital Management, LLC

PO Box 795
321 S 3rd St, Ste 4
McAlester, OK 74501
Phone: (918) 423-3222
Fax: (918) 423-3231

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Household Income Minimum: $150,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

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