Retirement & Financial Independence Planning
Retirement and Financial Independence Planning is a continuous process that works towards creating and sustaining wealth for multiple lifetimes, and working becomes optional. A Traditions Financial Plan allows our clients to take care of their true assets, which is themselves and all the people they care about.

FINANCIAL CONFIDENCE PLANNING

EDUCATION PLANNING

LIFE EVENT PLANNING
- Merging finances after a marriage
- Adjusting finances to take care of a new family member
- A financial fresh start after a separation or divorce
- Helping clients financially adjust due to the loss of a loved one
- Financial impact of buying a business or selling a business

GENERAL FINANCIAL GUIDANCE
We know how important it is to have someone to call on for decisions big or small. From budgeting to saving and everything in between, we help our clients evaluate financial decisions.
- Budget review and creation
- Cash flow analysis
- Financial education
- Debt management
- Saving for the unknown
- Wealth building
We are Financial Planners for all of life’s moments.
OTHER SERVICES
Investments & Insurance
We make sure every investment or insurance solution aligns with our clients’ goals, priorities, principles, and values.
Retirement & Financial Independence Planning
A continuous process that works towards creating and sustaining wealth for multiple lifetimes.
Family Legacy Planning
At Traditions, we believe legacy is about more than financial assets, it also includes the values, principles, memories, and life lessons a person leaves behind.
Trust & Estate Planning
We know estate planning can be confusing and hard to talk about. That is why we integrate estate planning into everything we do.
Tax Planning
We will work directly with your assigned tax professional and submit documents and answer questions on your behalf.
Business Owner Services
A business can create substantial wealth, and take care of your family for multiple generations. We seek to help business owners enjoy those rewards.
Financial & Life Event Planning Resources
Expand your knowledge. Find articles and resources related to financial confidence and life event planning here.
Visit our Resource Center for additional information and topics.
Create a Plan for Death and Taxes
I recently talked about the importance of Tax Planning on The Daily Flash, a nationally syndicated morning TV show (See below to watch the...
A Family Enterprise Approach to Generational Wealth
The goal and purpose of Traditions Wealth and Legacy Planning is to help families sustain wealth for multiple generations. According to research:...
Lemar Williams Recognized as a 2022 Top 50 Under 50 Financial Services Professional
We’re proud to share that Lemar Williams, Founder & President of Traditions Wealth & Legacy Planning, was recognized by the Association...