Williamson Financial Solutions
Meet Our Team
Lucius Williamson
I want to know your story so that we can create a financial roadmap for your retirement strategy. Developing relationships are extremely important; it is the window that reveals to us your financial picture.
Most of my clients have been with me for many years and have entrusted me with their assets. We pride ourselves in having a high standard of integrity and honesty.
I assist my clients with creating strategies that adjust with their current situation yet keeps their ultimate goal in mind. There is a wide array of products in the marketplace at my disposal that can make up this comprehensive puzzle that is your financial strategy. My clients work very hard to make it up the hill to financial freedom—and it is my job to help guide them down the hill trying to make sure their retirement goals are achieved.
I am closely tied to my community and work with local individuals, families and small companies. My 20+ years of experience in financial services help give my clients a clear and comprehensive retirement strategy. Most of my current clients have been with me for many years and have trusted me with their assets.
When I am not problem solving for my clients, I am active with my family, local church and community.
I also advise on estate taxes, employer/employee benefits, business continuation, insurance, long term care, retirement planning, annuities and investments. I work with individuals, families, small companies, non-profit organizations.
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Williamson Financial Solutions BFCFS, and BFC Planning, Inc. are independent entities.
Certification: Life Underwriters Training Council Fellow (LUTCF)
Organizations: American Legion; Member, Financial Service Investment (FSI); Chair, Ambassador Committee - Sacramento Metro Chamber of Commerce, Capital Region; Member, National Association of Professional Agents (NAPA); Past President - National Association of Insurance and Financial Advisors - Sacramento Chapter; Member - Million Dollar Round Table.
Louise Allen is Williamson Financial Solutions' office manager and ensures a platinum level of customer service. She is your contact for all applications and any documentation required for processing. Louise began her career in the banking industry in 1970, spending thirty years as a top ranked banker while earning numerous service awards. Louise joined the staff of Williamson Financial Solutions more than fourteen years ago.
Louise is the Williamson Financial Solutions' representative of the Howe/Hurley Business Watch, sponsored by Susan Peters and Sacramento Board of Supervisors - Third District.
She is an active member of Christ Community Church in Carmichael.
Why Choose Williamson Financial Solutions
Exceptional Customer Service ♦ Tailored Retirement Plans ♦ Vision Oriented Strategies ♦ Approachable Advice
Code of Ethics
Williamson Financial Solutions strives to adhere to the strict code of ethics guidelines of the Million Dollar Round Table, a premier association of financial professionals.
Always place the best interests of their clients above their own direct or indirect interests.
Maintain the highest standards of professional competence and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills and competence.
Hold in strictest confidence, and consider as privileged, all business and personal information pertaining to their clients' affairs.
Make full and adequate disclosure of all facts necessary to enable clients to make informed decisions.
Maintain personal conduct that will reflect favorably on the insurance and financial services profession and MDRT.
Determine that any replacement of an insurance or financial product must be beneficial for the client.
Abide by and conform to all provisions of the laws and regulations in the jurisdictions in which they do business.