Welcome to Freedom Point Financial Services, Inc., your trusted partner in securing a prosperous financial future through strategic utilization of annuities.
With expertise and personalized service, our team is dedicated to understanding your unique goals and crafting customized solutions to meet your needs. Whether you’re aiming to supplement retirement income, protect assets, or leave a legacy, we’re here to guide you every step of the way.
With years of experience and a dedication to personalized service, our team is committed to helping you navigate the complexities of annuities and retirement planning. We believe that everyone should receive a fair and accurate assessment of their unique financial position which is why Bill and David are fully licensed and credentialed investment professionals.
We specialize in annuities, stocks, bonds, mutual funds, and a wide array of other financial accounts. We believe that every individual deserves a tailored approach to their financial journey, which is why we take the time to understand your unique goals, risk tolerance, and financial situation before crafting a customized solution.
At Freedom Point Financial Services, Inc., integrity, transparency, and trust are our cornerstones. We’re committed to ethical practices and always prioritize our clients’ best interests.
Thank you for considering Freedom Point Financial Services, Inc. Let’s build a brighter financial future together.
Our Team:
Financial Advisor ChFC®, CLU®, LUTCF®
Bill – Bill Williams is a highly qualified financial advisor specializing in serving high-net worth individuals and families. With extensive qualifications, including being a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®), Bill brings a wealth of knowledge and expertise to his discerning clientele. In 1981, Bill embarked on his successful career in the financial services industry, establishing himself as a trusted advisor. He has an extensive background as a former securities and insurance course instructor, demonstrating his commitment to sharing his expertise with others in the field. Bill’s dedication to professional growth is further evidenced by his role as a former board member and communications director for the esteemed Financial Planning Association.
As a proud member of the National Association of Insurance and Financial Advisors, Bill upholds the highest standards of professional integrity and client-focused service. He continuously strives to stay ahead of industry trends and regulations, ensuring that his clients receive the most up-to-date and relevant guidance.
As a proud member of Ed Slott’s Master Elite IRA Advisor Group*, Bill’s commitment to excellence shines through. This prestigious affiliation signifies his dedication to remaining at the forefront of retirement planning strategies, staying informed on regulations, tax updates, and other critical issues regarding individual retirement accounts. While Bill’s association with Ed Slott’s Advisory Group is indicative of his commitment to professional development, it’s important to note that neither J.W. Cole Financial, Inc., nor J.W. Cole Advisors, Inc. is affiliated with Ed Slott.
Choose Bill Williams as your trusted advisor, and gain access to a wealth of financial expertise tailored specifically to the needs and aspirations of high-net worth individuals and families. Together, you’ll navigate the complexities of wealth management, secure your financial future, and make the most of life’s extraordinary moments.
Financial Advisor MSF, CFP®, AAMS®
David Williams – Since entering the financial services industry in 2009, David has been relentless in his pursuit of empowering clients to overcome the challenges that come with managing substantial wealth. David is a highly accomplished financial advisor with a strong dedication to serving high-net worth individuals and families. He holds a B.S.B.A. in Finance from Northern Arizona University, equipping him with the expertise to navigate complex financial landscapes. He acquired a master’s degree in finance in 2019.
In May of 2015, David’s passion for serving high-net worth individuals led him to join his father in the esteemed family business at Freedom Point Financial Services, Inc. As a CERTIFIED FINANCIAL PLANNER™ professional and a holder of the prestigious Accredited Asset Management Specialist designation (AAMS®), David exemplifies his commitment to delivering unparalleled financial expertise to his discerning clientele.
Choose David as your trusted advisor, and experience firsthand his unwavering commitment to helping high-net worth individuals and families navigate the complexities of wealth management. Together, you’ll conquer financial challenges and unlock the boundless potential that comes with strategic wealth preservation and growth.
Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Freedom Point Financial Service, Inc. and JWC/JWCA are not affiliated entities.
*Ed Slott’s Master Elite IRA Advisor Group, is solely an indication that the financial advisor (or registered representative) has attended training provided by Ed Slott and Company. Ed Slott’s Advisory Group is a group of financial professionals who pay a fee to attend seminars that explore regulations, tax updates, and other issues regarding individual retirement accounts. Neither J.W. Cole Financial, Inc. (JWCA) or J.W. Cole Advisors, Inc. is affiliated with Ed Slott.
