Welcome to Krall & Williams Group Wealth Management
Our mission is to improve clients' lives by helping them achieve new heights of financial success. Developing an intimate understanding of clients' goals, aspirations and current situations allows us to build tailored strategies to give them the freedom to live their lives their way.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 20 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Business succession planning
Business owners spend years building a successful business. When it’s time to transfer ownership, whether to a third party or a family member, we can help make sure it’s positioned for continued success, and that you will be able to unlock and benefit from the value you created.
What our clients say
"We wanted a roadmap that took into account our exact goals and concerns. The level of detail Lionel took with our planning was fantastic and we are very confident in our financial future. We feel Lionel has our best interests at heart. If you are considering options for a financial plan or a fresh approach, a meeting with Lionel will not disappoint!"
- Ryan & Anna E.
"Lionel was very patient and thorough when analyzing all of our retirement scenarios and he explained everything in terms we could easily understand. We feel very confident and secure with Lionel and his team managing our retirement savings."
- Paul & Nancy M.