Williamson Financial Services, Inc.

Services & Products

401(k), Profit Sharing Plans, Individual or Single K's

Mutual Funds

Managed Money Programs

Tax Shelter Annuities 403(b)

Traditional IRA's, Roth IRA's,
SEP-IRA's, Simple IRA's

Annuities Fixed & Variable

Life Insurance VUL,UL & Term

Education Coverdell IRA's

529 College Education Plans

Long Term Care Plans

Due to licensing requirements, these products and services are currently available only to residents of the following states: CA, OR, WA, SD, MI, MO, HI, ID, IL, and NM.

Mission Statement

As a PlanMember Securities Corporation Registered Representative, I have access to specialized research, detailed portfolio and performance data, industry reports, and professional money managers. It is my job to keep the client's long-term financial objectives in perspective. The temptation for investors to place short-term desires ahead of long-term needs and goals can be very strong. Investors should allow their financial consultant the opportunity to provide the expertise, information, and discipline necessary to help them accomplish their long-term financial goals.

Sherrie Jo Williamson