Make Financial Independence Your New Family Tradition
We’ll help you pursue prosperity for generations to come.
Financial Planning and Wealth Management
We have helped hundreds just like you create a plan for their wealth and legacy.
Subscription Based Financial Planning
Financial planning that meets you where you are, with no account minimum.
Create a multi-generational plan for your family wealth.
We also believe that preserving wealth for the next generation is dependent upon helping your beneficiaries understand and implement the legacy you pass on to them. That is what we aim to do.
THE TRADITIONS FAMILY EXPERIENCE
We believe in treating our clients as if they were our own family.
Our goal is to foster a trusting relationship with our clients so we can anticipate their needs and proactively find strategies and solutions. We care for our clients by helping them plan for every life situation. This is the spirit behind our comprehensive approach.
MEET LEMAR WILLIAMS
Founder & President
“It is my firm belief that every person has the potential to create the type of wealth that can impact more than one lifetime. I look forward to working with you and your family in an effort to make this belief a reality.”
Comprehensive wealth and legacy planning strategies for you, your family, and your family to come.
Investments & Insurance
Retirement & Financial Independence Planning
Plans Seeking Financial Confidence
Life Event Planning
General Financial Guidance
Family Legacy Planning
Family Mission Statement
The Family Story
Trust & Estate Planning
Family Estate Guidance
Estate Planning Annual Review
Tax Review and Preparation
Tax-Efficient Investment Strategies
Tax Loss Harvesting
Tax Planning for Restricted Stock Units, Grants, and Stock Options
Business Owner Services
Business Valuation Service
Succession and Exit planning
Retirement Benefits and Analysis
Traditions Wealth & Legacy Planning and LPL Financial do not provide legal advice or services.
Please consult your legal advisor regarding your specific situation.
Expand your knowledge. Articles and resources about wealth and legacy planning, retirement planning, estate planning, investing, and more.
Visit our Resource Center for additional information and topics.
The goal and purpose of Traditions Wealth and Legacy Planning is to help families sustain wealth for multiple generations. According to research:...
We’re proud to share that Lemar Williams, Founder & President of Traditions Wealth & Legacy Planning, was recognized by the Association...