what we do
Providing clarity & guidance.
Financial Advisory Services
Secure your future with our tailored financial strategies designed to ensure a smooth transition into retirement.
Investment Advisory Services
Enjoy peace of mind in retirement with our comprehensive management of your financial needs.
the independent advantage
Advice you can trust.
At William Howard & Co., independence is at the heart of everything we do. As a fee-only advisory firm, our guidance is free from commissions or affiliations, ensuring every decision is made with your best interests in mind. It’s advice you can count on, tailored to help you achieve your unique financial goals.
Here's what we do best.
Risk
Management
From insurance reviews to contingency planning, we help secure your financial well-being against life's uncertainties, ensuring you’re prepared for the unexpected while staying aligned with your life goals.
Education
Planning
Give the next generation a head start with tailored education planning. We help you navigate saving options, including 529 plans, to ensure your loved ones can access opportunities.
Investment
Planning
Our investment planning services focus on creating diversified, tailored strategies designed to align with your risk tolerance, financial objectives, and long-term vision for growth and stability.
Retirement
Planning
Plan for a fulfilling retirement with strategies customized to your future. From savings optimization to income distribution, we help you build a roadmap to enjoy life’s next chapter with confidence and financial independence.
Tax, Estate, &
Gift Planning
Preserve your legacy with proactive tax, estate, and gift planning. We help you optimize wealth transfer strategies, minimize tax liabilities, and ensure your assets align with your values and provide security for future generations.
Start planning your future today.
Take the first step toward financial clarity and confidence. Schedule a complimentary consultation with William Howard & Co. to explore how personalized strategies can help you achieve your goals.