Personalized Retirement & Wealth Solutions For Every Stage of Your Life
Investment Accounts l IRA's l Roth Conversions l 401(k) Rollovers l Retirement Income Planning
Wealth working for you
For years, our industry has taught you how to save your money for retirement (i.e. "work for your wealth"). Where our industry has fallen short is actually pivoting/planning for the descent down the mountain. Creating a plan that aligns with your needs and wants in retirement often requires renovation to ensure it's set up efficiently. At Fiat, we are intentional planners and we ensure that every dollar you have earned has a purpose intended to achieve your goals.
WHO WE SERVE
Expert guidance for the most important financial decade of your life
Approaching retirement
Five to ten years out and wondering if you have enough, when to claim Social Security, healthcare planning, and how to make the transition from earning to drawing down.
Already retired
Living off your portfolio and looking for a strategy to make it last a lifetime, with tax efficiency, market protection, and the freedom to enjoy what you've built.
Business owners & professionals
Selling a business, navigating a liquidity event, or coordinating retirement plans with executive compensation.
Don't fit in any of these categories? No worries!
We'll meet you at whatever financial stage you're currently in.
Schedule a 20-minute conversation
WHO WE SERVE
Expert guidance for the most important financial decade of your life
Retirement Income Planning
Turning your savings into a paycheck that lasts. Social Security timing, withdrawal strategy, pension elections, and Medicare coordination, all built into one plan.
Tax Strategy
Roth conversions, IRMAA management, capital gains harvesting, and withdrawal sequencing. Small moves done right can save tens of thousands over retirement.
Investment Management
Portfolios built for the years your money has to last. Low-cost, globally diversified, and matched to your timeline, your risk tolerance, and your goals.
Annuity Strategy
Independent access to a broad range of top-rated annuity carriers. We compare the market for the best growth and income features, then explain when an annuity belongs in your plan and when it doesn't.
Protection and Legacy
Life insurance, long-term care planning, and estate coordination. Protecting what you've built so a single event doesn't undo a lifetime of careful planning.
All five, coordinate
Most advisors handle one or two of these well. We coordinate all five, because in retirement, they aren't separate problems. They're one plan.
OUR PROCESS
How we work together
A clear, no-pressure path from first conversation to long-term partnership.
01
Conversation
A 20-minute phone call. No paperwork, no commitment, no sales pitch. Just an honest conversation about whether we're a fit.
02
Discovery Meeting
We gather your full financial picture: accounts, income, taxes, goals, concerns. Often the first time it's all looked at in one place.
03
Strategy Meeting
A written plan covering income, taxes, investments, and protection. Plain English. Built around your life, not a template.
04
Partnership & Annual Reviews
We implement the plan, monitor it as life changes, and stay your sounding board for every financial decision ahead.
No pressure. No obligation. Just a real conversation.
Welcome - I'm Joshua Williamson
Retirement Strategist & Investment Advisor Representative | Nashville, TN.
The decisions you make about your investments, retirement income, and tax strategy in the years leading up to retirement will determine whether your retirement is everything you worked for — or full of uncertainty and regret.
I work with families and pre-retirees throughout the nation who are serious about protecting what they've built, reducing their tax burden, and making sure they never run out of money in retirement.
All consultations are complimentary. In our first meeting I'll be completely transparent about how I'm compensated — there's no financial obligation and no pressure.
FREE 17-Page guide for Pre-Retirees & REtirees
The Taxes No One Warned You About In Retirement
And How to Plan Around Them
For nearly two decades, I've been dedicated to helping families who are serious about building and protecting their retirement.
You've moved beyond the basics. You're not just looking for a financial advisor — you want a trusted partner and strategist who will guide you every step of the way.
You may have already worked with other advisors, tried DIY investing, or explored strategies online. But you know the value of having a go-to expert in your corner — someone who provides clarity when you need it most.
That's where I come in.
Send me the guide.
No Spam. Ever.
We Help Bring Clarity To These Questions and More
How much of my retirement savings will I lose to taxes — and what can I do about it now?
How can I create guaranteed income so I never run out of money in retirement?"
Is it too late to do a Roth conversion — and is it even right for my situation?
How do I know if I'm invested properly and saving enough to retire on my timeline?
What happens to my IRA when I die — and will my kids owe a massive tax bill?
How do I protect my assets from the next market crash without missing the upside?
Nashville, Tennessee (615) 838-2566 josh@williamsonwealth.net
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Williamson Wealth Management are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.