Jf Williams Co Inc

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Location: Cherry Tower
Neighborhoods: East Denver, Glendale
Other Link: http://jfwco.com
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (720) 328-3737

Address: 950 S Cherry St Ste 514, Denver, CO 80246

Website: http://jfwco.com

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Jf Williams Co Inc

Tax Planning
In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. Tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves. But we can weave each event into the tax-planning fabric of your financial life.
Charitable Giving
In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one thing to have the tools. It’s another to make best use of them. After all, the same paintbrush can create a valuable work of art, or a clashing mess on canvas. It all depends on how you use the brush.
Estate Taxes
Tax Services
At J.F. Williams Co., Inc. we do not prepare tax returns. We believe that tax preparation is a full-time job that requires competent tax professionals that maintain a high level of expertise. Whether it’s the mechanics of reporting tax attributes on various federal and state forms or maintaining a high level of knowledge about the statutory and regulatory scheme for Federal, state and local taxes, they are able to keep up with an ever changing environment.
Roth IRA
We will evaluate a number of opportunities during tax planning, including topics like most tax efficient retirement vehicles, charitable giving strategies, realizing capital gains, Roth IRA conversions, tax credit eligibility, and more. We can run projections to see how potential changes (e.G., filing status, dependents, the sale of a business, stock option exercises, etc.) may impact your upcoming tax liability.
Income Tax
Taxes touch every part of your financial life. Your tax return is a financial fingerprint: it's completely unique to you, complete with valuable clues and information, all of which is buried in dozens of pages and hundreds of numbers. Understanding your return equips us to have more valuable and actionable conversations with you. Additionally, we can demystify the world of income taxes and help you understand this important piece of your financial picture.
Tax Deferral
Additionally, we do not calculate retirement plan contribution amounts for business-related tax deferral accounts. We leave the responsibility for tracking the applicable tax year for these contributions to the taxpayers themselves and their tax professionals. We’re happy to refer you to professionals who offer these services.

Investment Management
Juan Guevara joined J.F. Williams Co., Inc. in January 2016. He has prior experience in personal financial planning from different large financial institutions. Throughout his career, he has developed great skills in client relationships, direct one-on-one service and financial planning. Similarly, at J. F. Williams Co., he brings these skills to bear in addition to offering research and analysis to the financial planning and portfolio management process. His goal is to enhance our client experience by working closely with the entire team to help clients reach their goals.
Mutual Funds
Consider instead how quietly a remarkable centennial just passed: When the Massachusetts Investors Trust fund was launched 100 years ago on March 21, 1924, it became the nation’s first open-end mutual fund. Some 50 years later, John Bogle built on the idea by delivering the first publicly traded index mutual fund in 1976—today’s Vanguard 500.
Wealth Management
Drawing upon her prior experience in the financial industry, which began as a financial planning representative with a large brokerage firm and later transitioned to a client service associate for a fee-only wealth management company, Holly approached the CFP exam with a wealth of knowledge and expertise. Her dedication to continuous learning and growth has been a hallmark of her journey, and we are immensely proud to witness her achievements unfold.

Accounting Services

Financial Planning
Discover a new approach to financial planning at J.F. Williams Co., Inc. We are not just advocates; we are your dedicated partners in shaping the narrative of your financial future. Our mission is to understand the unique story you've lived, empowering you to script the next chapters of your life with purpose and confidence. As your thinking partners, we are committed to supporting you in making financial decisions that align with your individual goals and values.
Retirement Planning
While J.F. Williams Co., Inc. serves a wide range of clients, Jim’s experience in multi-sized, profitable organizations affords him insight and empathy for the particular concerns of corporate executives, public practice CPAs, small business professionals and their families. He also has developed specialized expertise in managing retirement planning and other life transitions by participating in the Sudden Money Institute and similar professional networks.
Annuities
Long Term Care
College Funding
We ask questions regarding your desires to fund education for yourself and your children. During our Discovery Interview process, we’ll discuss the importance of education in your life and that of your children and grandchildren. By asking questions regarding your desires to fund education, we’ll discover the meaning behind such planning and the possible outcomes available.

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