David Williamson

Insurance Agent & Investment Advisor Representative at Foothills Regional Insurance & Financial Solutions

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David Williamson's Summary

As a Tax Deferral Consultant and an Independent Financial Advisor I help successful business owners and seasoned professionals in protecting their hard-earned wealth from avoidable taxes using our Tax Deferral Consultancy services. Have you found yourself having these feelings: ❌Uncertain as you navigate through the complexity of financial decisions without a well-defined plan. The lack of a clear path to achieve your financial goals may leave you feeling adrift, unsure of how to secure your future and those you care for. ❌Frustrated by the weight of paying more in taxes than necessary. Watching a significant portion of your hard-earned income go towards taxes can be disheartening, making you yearn for smarter strategies to retain your earnings and fulfill personal aspirations. ❌Concerned about employee retention. The sense of investment in one's team can lead to feelings of disappointment and even a sense of personal responsibility when valued team members depart, highlighting the need for effective retention strategies. ❌Worrying if you’ll have enough money to retire comfortably. Perhaps you never had the chance to find a trusted authority in Tax-Free Retirement, Financial Planning, and Insurance space. Or perhaps you don´t know where to start or where to look for such support. Well, I’m very proud to say that thanks to the expertise and work done as a Tax Deferral Consultant and an Independent Financial Advisor at Foothills Regional Insurance & Financial Solutions, I can help you with things like: ✔ A comprehensive, written financial plan offers a sense of empowerment and security, as well as peace of mind. ✔ Feel free from financial burdens by safeguarding your retirement funds through tax-free strategies. These tax-free strategies preserve your hard-earned income from tax erosion allowing your dreams to thrive uninterrupted. ✔ Have an ultimate sense of personal and professional fulfillment by extending retirement plans to all employees and providing Key Person insurance for selected employees. These gestures ensure a secure future, fostering belonging and loyalty, while also safeguarding against setbacks, nurturing camaraderie, and reinforcing a harmonious work atmosphere. To learn more about how I can help you have a healthy and robust financial outlook shoot me a direct message through LinkedIn or use the contact information below ☏ (916) 358-5799 ✉ [email protected] www.FRIFS.com Tax-Free Retirement| Financial Planning | Insurance CA Insurance License #0G56679 Securities offered through Equity Advisors, LLC