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Elevate Your Financial Perspective

 

About Us

Promontory was founded by Brock and Tyra Williamson. They started their careers working in the financial services industry at Vanguard and SEI Investments while living in Pennsylvania. Once moving back west they noticed many families were being sold strategies with high commissions or long surrender periods. They found that many “advisors” in the area were really sales people with limited financial backgrounds employed by insurance companies or brokerage firms.  Many times fees and commissions played a bigger role in investment advice than the individual client’s needs. This industry conflict along with a strong desire to help families make better financial decisions was the reason Promontory was created.

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As an independent firm, Promontory can recommend strategies that are best for each client’s financial plan while keeping costs low. They work for their valued clients, not a specific Insurance or Investment company.  By informing and consulting rather than selling products, Promontory has grown in success working with families, medical professionals, business owners, and executives preparing for retirement.

Top Reasons to Save & Invest

  • Retire Ready: Have a plan to enjoy a wonderful retirement.  

  • Make Money on Your Money: You work hard for your money; make sure your money works hard for you.

  • Achieve Self-Determination and Independence: When you build wealth, you may be in a better position to pursue the lifestyle you want. Your life can become one of possibilities rather than one of limitations.

  • Leave a Legacy to Your Heirs: The wealth you pass can have a profound impact on the next generation, providing educational opportunities, the capital to start a business, or financial support to your grandchildren.

  • Support Causes Important to You: Wealth can be an important tool for impacting the world in a meaningful way. So, whether your passion is environmental, the arts, or human welfare, you can use your wealth to effect positive changes in your community or around the world.

Brock Williamson, CFP®

Our Services

Investments, financial planning to your Health care..... I’m a great place for you to tell a story and let your users know a little more about you.

Value Added Advice

Three recent studies found that working with a financial professional can result in higher returns, potentially lower personal stress and producer better after-tax results. Having a plan for your retirement goals and a monthly income plan can reduce anxiety. 

Why Invest?

Over half of Americans do not own any stocks, or stock-related investments, such as mutual funds. Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.

Medicare

Write something here about the importance of  choosing the right Medicare plan and how we can help.

© 2020 Promontory Financial Planning. The material provided is for general information, and should not be considered a solicitation for the purchase or sale of any security.

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