Broker Check
Jana K. Williams

Jana K. Williams

Chief Operating Officer, Financial Advisor

"My goal is to help you meet your retirement and investment goals."

Jana understands the important role a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, she can provide:

Lifetime Needs Analysis

Jana develops a long-term working relationship with her clients, helping provide financial solutions as they progress through their careers on into retirement.

Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals

Jana takes pride in listening to her clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, Jana is here to help.

Objective Investment and Risk Management Advice

Jana's client-centered approach to investment planning can help you assemble a diversified** portfolio including insurance and risk management strategies designed to help meet your unique needs.

  • Retirement Planning
    • Roth IRA, Traditional IRA
    • SIMPLE IRA, SEP IRA, 401(k)
    • 403(b), 401(k), 457 Plans
    • PLSO
    • TRS Counseling
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account
  • Asset Management Strategies
  • Investments
    • Federal and State Tax-Free Mutual Funds
    • Tax-Deferred and Tax-Sheltered Investments (fixed and variable)
  • Insurance
    • Life Insurance
    • Long-Term Care

Jana has 25 years of experience helping clients gain knowledge and understanding of the benefits they have available through their state and employer pension plans. Most recently she served as the Retirement Services Coordinator for the Houston Independent School District (HISD), where she counseled retirees on the transition from educator to retiree.

Prior to her service at HISD, she worked for the Teacher Retirement System of Texas, where she had the opportunity to provide educational seminars to potential retirees all across the state. She currently holds FINRA 6, 63 and 65 securities registrations and has life and health insurance licenses in Texas.

Financial Planning Services

Financial Planning is the process of wisely managing finances to help clients achieve their dreams and goals while, at the same time, helping them negotiate the financial barriers that inevitably arise in every stage of life. The process includes assessing the client's current financial situation, setting goals, developing a personalized plan to help meet those goals, and, once the plan is implemented, monitoring its progress. As a financial professional, Jana can help clients make decisions to keep their plan on track and help maximize their financial resources throughout their lifetime.

*Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC Dearborn & Creggs, and the above firms are independent, and non-affiliated.

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