Black Financial Planners

Make Financial Confidence Your New Family Tradition

There are over 90,000 Certified Financial Planners; but Blacks and Hispanics only make up about 5%. Lemar Williams is a Certified Financial Planner CFP^®here to help you pursue prosperity and build wealth for generations to come.

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Welcome to Traditions Wealth & Legacy Planning.

“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.”

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Lemar Williams

Black Founder & President

Shaquana Nelson

Director of Client Relations

Create a multi-generational plan for your family wealth.

We are dedicated to helping families seek their wealth potential in alignment with their goals, values, and principles. As wealth and legacy planners, we offer comprehensive financial plans that include guidance for your trust, estate planning, insurance, and investment needs.

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.

A Traditions Welcome from Lemar Williams on Vimeo.

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.

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THE DIFFERENCE AT TRADITIONS

We believe financial planning is like a tradition. Both should be created thoughtfully and be preserved for future generations. They should make us feel like we are part of something bigger than ourselves. At Traditions, we help our clients stay connected to their past, present, and future.

The Traditions View of Legacy

Legacy is what we choose to do with our time and money. Everyone has a legacy to preserve regardless of the size of an inheritance or bequest. A Legacy has the potential to live an infinite life with careful stewardship of the values, principles, and resources of loved ones.

The Traditions Perspective of Wealth

Tangible financial resources serve a person’s intangible forms of wealth. Our work gives our clients more time to share their wealth of knowledge, experience, and expertise. We manage financial resources so that our clients have the confidence to pursue their passions, impact the lives of others, and change the world around them.

The Traditions Way of Planning

A financial plan becomes more meaningful when it is created with current and future generations in mind. At Traditions, we plan early and plan often. Financial planning is a road map for pursuing success at any age. It is an on-going collaborative effort that is never finished.

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only 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.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. FINRA/SIPC.

Traditions Wealth & Legacy Planning and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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