Independent Financial Planners

David Williams is affiliated only with the following entities: J.W Cole Financial, Inc., J.W. Cole Advisors, Inc., and Freedom Point Financial Services, Inc. There are no other entities in which David Williams is affiliated.

Where do you want to go? We'll get there, together.

Our priority is helping you take care of yourself and your family. We want to understand your unique situation, short and long-term goals, and your dreams. By identifying what is most important to you, we can customize a plan to help you get where you want to go.

With a legacy of over 30 years in the financial services industry, our family-owned and operated firm stands as a testament to our unwavering commitment to excellence. Leveraging Dimensional Fund Advisors' principles, we are committed to providing you with the highest standard of wealth management and comprehensive financial planning, while utilizing this long-standing, academic and evidence-based approach in all we do.

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Our Firm

Years of experience have prepared us to guide you through life's transitions.

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Our Associates

We create strategies that are tailored to your needs and goals.

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Our Services

Helping you create a plan for today, tomorrow, and the future.

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