Roger R Williams, CFP, Financial Advisor

06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

09/01/2025

Wishing you a safe, fun and relaxing Labor Day.

07/04/2025

Happy Independence Day! How do you plan to celebrate this Fourth of July?

06/30/2025

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategies available to you.

06/27/2025

“There isn’t a loan for retirement, and so this is in the category of put your own oxygen masks on first.” Ameriprise Financial Vice President of Financial Planning and Advice Deana Healy shares tips to help parents balance their financial goals in this interview with Fortune.

72% of parents report experiencing guilt while 35% put pressure on themselves to be the 'perfect' parent.

06/26/2025

Creating your legacy isn't only about passing on an estate. It's about sharing what matters most to you with your loved ones.