About R.S. Williams and Associates, Inc.
R.S. Williams and Associates, Inc. was established in 1984 by the late Roger S. Williams in St. Petersburg, Florida. After his retirement from The Equitable, induction into The Equitable Hall of Fame and subsequent move to Florida, Mr. Williams found retirement a little too quiet and established R.S. Williams and Associates, Inc. In 1994, Mr. Williams invited Scott Lake to join the firm as Vice President and to take over the operation of the firm upon Mr. Williams' (second) retirement.
With roots in life insurance, estate planning and employee benefits, in 2000 the firm started to make the transition to a financial planning and investment focus under Mr. Lake's direction. Today, the firm provides financial planning and investment advice to hundreds of individuals, families and businesses around the country.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Capital Gains Tax Estimator
When Markets React
Understanding Marginal Income Tax Brackets
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