Broker Check
Jana K. Williams, CRS®, CRES

Jana K. Williams, CRS®, CRES

Chief Operating Officer, Financial Advisor

The mission of Dearborn & Creggs' is to educate, empower and liberate our clients from financial concerns... for life!

Many of my clients have come to me because they were in search of an advisor that would help them define their financial goals and develop a plan that gives them a clear path to reach those goals, despite life’s unexpected events.

 

That search for an advisor may have been ignited by a particular life event, with confusion about their next steps, such as

 

  • A first job
  • A career change
  • The birth of a child
  • Becoming a sole wage-earner
  • Retirement

 

Often that next step is a conversation about possibilities and goals.  Knowing what is possible will help to set realistic goals.  Once the goals are clearly defined, the process of creating and implementing a personalized financial plan can begin.

 

To me, the financial planning process is like one of my greatest passions: quilting. The success of the final product starts with a clear vision, is created by selecting the right fabrics, and is implemented by sewing the pieces together, resulting in a unique design.  Just like every quilt, every financial plan is an original.

 

Let’s take that first step!  Please contact me at jwilliams@dearborncreggs.com or 832-944-8935 to schedule our conversation.

**There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.

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