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W.M. Durham Associates LLC

2010 Raymond Diehl Rd., Ste. 102

Tallahassee, FL 32308

Ph:  850-385-3578

Toll Free:  800-396-3420

Fax::  800-372-3220

Email:  info@wmdallc.com

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W.M. Durham Associates LLC is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products.  Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  WM Durham Associates LLC nor any of its employees provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

 

W.M. Durham Associates LLC is not affiliated with or endorsed by any government agency, including the Florida Retirement System (FRS).

All material should be regarded as general information.​​
 

2019 W.M. Durham Associates LLC

ABOUT

WM Durham Associates LLC has been dedicated to providing financial planning for over 40 years.  We are passionate about helping our clients pursue financial confidence and independence in retirement.

As an independent firm, our focus is on our client's needs.  We recommend financial strategies best suited for their specific goals.  W.M. Durham Associates LLC works with top rated companies to provide safe money retirement solutions.  Our objectives are assisting clients shape their financial future and secure an ideal retirement.

 
Whether you're approaching retirement or already retired, how will you use your financial assets to:

 

  • Maintain your current lifestyle?

  • Ensure you can't outlive your income?

  • Spend retirement income confidently?

  • Leave a legacy for your loved ones?


We are always available to give you advice and solutions as you make important decisions about planning for your future. If you have any questions, please don't hesitate to call or e-mail us.

William M. Durham
Certified Financial Planner™
Mike Thomas
 
Chris Harrison*
Certified Financial Planner™
David Van Leuven

*Investment advisory services consultant