Company Profile
Established in 1987, Williams Estate Planning is a full service Estate and Retirement Planning firm offering securities, insurance products, and long term planning solutions to a wide range of investors.
Brett G. Williams
CERTIFIED FINANCIAL PLANNER®
Brett Williams joined Williams Estate Planning in 2005 when he acquired his California Insurance License # 0E51036. He holds his Series 7 and 66 securities licenses through LPL Financial.
Brett is a Notary Public for the State of California.
Check the background of investment professionals associated with this site on FINRA Broker Check.
Our Services
Investments
We build and manage customized Financial plans with the goal of growing and preserving your wealth for your family now and in the future.
Estate Planning
We will help you develop a plan for a Living Trust and refer you to a Licensed Attorney to develop the documents needed preserve your Assets while you are here and aim to ensure they go to your heirs when you are gone.
Williams Estate Planning and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
What is Estate Planning?
Making plans so that your family and loved ones are taken care of is the purpose of estate planning. One of the most common and popular tools used in estate planning is called a Living Trust. When developing an estate plan many families start with a Trust and build from there.
A Revocable Living Trust will often include wills, Durable Powers of Attorney, Advanced Healthcare Directives, and several other documents to handle situations that come up “outside” the trust. This package of documents is designed to work together as part of your Estate Plan.
Let’s sit down for a complimentary consultation and we’ll discuss your situation and how estate & financial planning can benefit you.
“Wealth Management is our specialty. We’ll take care of it, so you can focus on the things that are more important to you.”
Brett Williams, Owner
Let’s Work Together!
365 N Canyons Parkway, #219
Livermore, CA 94551
(925) 583-5156
Email: [email protected]
License Information and Important Disclosure
Brett G. Williams is a registered representative with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
LPL Financial CRS Form
The LPL Financial Registered Representative/s associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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