Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s 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.

Unfortunately, too many people do not get the “right” advice, and they are at risk of not accomplishing their financial goals. Of those who do make it securely through retirement, some will get there simply because they were lucky, but most will have created their financial security because they had a strategy. They will have saved and invested and grown their money in the right way, protecting it from unnecessary risks and fees. They will work with advisors that will take the time to get to know them, communicate clearly and help guide their way. Advisors that work for them, that have a fiduciary responsibility to watch or for their best interests, and not the interests of some big brokerage firm that may be telling what they can and cannot do based on their own needs and not yours. If you are looking to get somewhere — to get “There” – we, the team at Wilson Financial Group, know how to set a course, it is what we do and we do it well. We will integrate your finances, taxes, insurance and estate planning needs, so that they will be aligned with your goals and needs. In today’s world we do not want to lose any opportunities to grow and protect your money. Our holistic approach is about you and helping you achieve your personal goals, and it is integral to coordinate your finances, taxes and estate planning. Remember, it is not what you make, but what you keep that matters.

Now more than ever, you need to rethink your strategy on how you navigate your investments between risk and reward. That’s what we do: we provide financial advice for successful people who want to grow and protect their money. Our reputation is built on a long track record of working with people who like to succeed — people like you. Our process is sound and solid: we define your goals, review your assets, analyze your needs, provide recommendations, implement execution, monitor track your progress, and make any adjustments as warranted. We take the holistic view and provide you the comfort and knowledge that your investments will be managed in a conservative and well thought out manner. We do this by clearly communicating with you and understanding your needs, and by mapping out a plan and picking the investments that we truly believe are right for your particular situation. It is not about hitting a “homerun” in the markets, it is about advancing toward your financial goals “one base at a time.” It is about growing and protecting your wealth so that you can enjoy your retirement and the fruits of your labors. That’s our job, and we do it well. If you want to secure your financial future, let us show you how.

Videos


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.

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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