My name is David Williams and I work with my father in our family business, Freedom Point Financial Services, Inc. I graduated from Northern Arizona University with a degree in finance in 2009 and will complete my Master of Science in Finance from Saint Joseph’s University in 2019. I am a CERTIFIED FINANCIAL PLANNER™, Accredited Assets Management Specialist and, hold the FINRA Series 7, 63, 65, 9, 10, and 24 licenses and the Arizona Life/Health insurance license.At Freedom Point Financial we get to know our clients, so we can truly understand their goals and create customized financial solutions to help them plan for today and 5, 10, 15 and 25 years into the future. We are an independent financial planning firm which means we are not employed by the companies that we utilize. This gives us the ability to shop the marketplace to find investment or insurance products that will best fit each client’s financial situation and goals. We work with individuals, families and small businesses in Arizona and many others states.Services Offered:
- Financial Planning
- Retirement Planning
- Social Security Planning
- Tax Planning Strategies (1)
- Estate Planning (1)
- Insurance Planning
- Small business employee benefits
- SEP, SIMPLE, Payroll Deducted IRA and 401(k)
- Group disability insurance
- Group life insurance
- Financial Wellness Meetings
1. Tax and/or legal advice is not offered by David Williams. Please consult with your tax professional for additional guidance regarding tax-related matters. Estate planning services provided in conjunction with your legal advisors. David Williams does not provide legal, accounting, or tax advice, but we do coordinate our services and work together with our client’s professional advisors. For specific services, the services of an appropriate professional should be sought.
2. David J. Williams is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company.