Wilson Financial Services

From the business

Specialties

Providing expert retirement planning strategies and wealth management services for over 52 years.

-Retirement planning/IRA, 401k experts

-Wealth Management/managed money

-Estate planning/Life Insurance

You worked hard for your money. We can make your money work hard for you.

History

Established in 1968.

For over half a century Wilson Financial Services has been helping their clients plan and prepare for the uncertain future. Their proven strategies limit risk exposure, maximize growth potential, and improve tax efficiency. Wilson Financial Services is proud to be a family owned, independent, full service financial planning firm with Christian values and a Christ centered approach to financial planning. As fiduciaries they represent their clients (not the financial institutions) and always put their clients objectives first.

I love that every home is a unique situation and crafting a tailored plan to the client's specific needs.

I also love that I do not work for a bank, a wire house, an insurance company or a brokerage firm this allows me to recommend freely without having to push products.