Antoine Williams & Associates Financial

Antoine T. Williams, AAMS

Financial Planner and Wealth Manager

I help a select group of individuals going through transitions due to death, divorce, inheritance and retirement  ,,  , ,,,,,,,,,,,,,,,,, , make smart decisions with their money that are aligned with their values and goals. I do this by using a consultative process to identify where they are now, where they want to go, and any gaps for getting there.  I then work with a network of professional advisors, such as  accountants and attorneys, to help our clients make informed decisions with the goal of  increasing the probability of them achieving their goals.

Antoine Williams is a Registered Representative and Investment Advisor Representative of  Equity Services, Inc.  Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, 354 Mountainview Drive, Suite 200, Colchester, VT, 05446, (802)864-6819. Antoine Williams & Associates Financial Services  and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

  
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

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