Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. Our focus is the client, to set up a customize plan to fit their needs. It is about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan how to get there, and get the right advice along the way.

Along with my current practice with Wilson Financial Group, I am also affiliated with J.D. Mellberg Financial as an advisor. J.D. Mellberg Financial exists for one purpose — to help people discover options available for retirement income. That means considering income, asset protection, potential growth, tax and estate planning considerations, and the guidance to learn ways to make more informed financial decisions on your own. I am proud to be with this firm again, and committed to helping the greater Los Angeles area in learning these strategies.


Investors are taking a hard look at the people managing their money. This video explains the difference between brokers and fiduciaries.

The ABC Planning Model was developed for people ages 50 and up who would like to have an alternative to the typical Wall Street myths to financial planning. For most conservative investors, Wall Street’s approach usually involves more risk than people want to have, or know they have  in their portfolios. Watch this video to understand the ABC’s of retirement planning and reduce some of the risk in your portfolio.

Those of us who own highly appreciated assets such as homes, commercial real estate and businesses, are often reluctant to sell that asset because of the capital gain tax and depreciation recapture costs associated with the sale. There is a perfectly legal way to defer capital gains tax and reduce your overall tax burden. The “Deferred Sales Trust” can provide a way out. Watch this video to understand the concept.

Riskalyze provides the technology to pinpoint your acceptable level of Risk, determines if that level of Risk will take you to the finish line when it comes to your retirement and verifies if your current investments meet the level of Risk your willing to take. What’s your Risk number?


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