Do you have questions or worries about how prepared you are for retirement?
Have you saved enough?
Will you run out of money?
What kind of retirement can you afford?
How much will healthcare cost?
What about taxes?
How will market downturns affect your savings?
Are you frustrated by your advisor who:
Only calls to ask for more money
But doesn’t return your calls
And Is Only Motivated by Commissions
Fails to Listen
Disregards your concerns
And Doesn’t take all of your life factors into consideration
I know the weight that accompanies not knowing if you’ve prepared enough for the future.
I know how bothersome it can be to work with an advisor that’s not in your corner.
Isn’t it time to work with an advisor that cares about you?
Welcome to Seeker Financial.
I have been in the investment and finance industry for 20 years. I created Seeker Financial as a standalone Registered Investment Advisor.
This means that I am not subject to sales quotas or commission goals placed on me by a larger firm. As an independent advisor, I am able to offer the financial solution that is best for you, not for me.
At Seeker, I am dedicated to providing financial advice with a servant attitude, employing empathy in our meetings, all while operating in a fiduciary capacity.
An advisory relationship based on:
Servant Attitude
Empathetic Nature
Fiduciary Capacity
What we do
Investment Advisory
Helping you plan and invest for the retirement you want
Financial Coaching
Guidance on budgeting, paying off debt, and savings goals
Tax Planning
Solutions for tax-related issues related to your income and investments
Working with us is simple:
1
2
3
Meet
Tell me your specific
needs and concerns.
Create
I will create a financial plan
for you, based on our meeting.
Implement
We’ll put your plan into action,
to reach your goals.
Our Staff
Joshua Williams
President, Financial Advisor
Josh brings two decades of industry experience. He will work to understand the emotional and cultural factors that will drive his clients' decisions
Get in touch
Main Office
988 S Hwy 89 Jackson, WY 83001
Email Address & Phone Number
Upon Request
About
About Josh Williams
FAQ
Client Links
🖥 Serving clients nationwide; virtually and in person.