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.
Wilson Financial Group are good in what they do. They are very helpful in explaining financial matters and follow up. They are thorough and answer all your questions.
Bill Wilson is excellent and guided us to the right product that we both wanted. He was there for simply question, after question, after question. He was very honest, neat and abiding by us. If we had to do it all over again we would do the same thing. I say he is 10,10,10 Stars. We appreciate that we can provide this review. We felt very trusting in him. There are lots of schemes going on and we have been schemed before. We felt very great with him.
I reached out to Bill Wilson to get information on annuities, investments, 401K plans, rollover etc. He was very helpful and I went through with several transactions with him. Bill is a hands-on person, very informative and not pushy. He is always available to assist you and answer your questions. This company is upstanding and very professional I highly recommend them.
Wilson Financial Group, helped me get my money from my 403B & 401K and put into the right investment vehicle to protect it. Bill Wilson was very kind, patient, and informative. He explained everything and was with us step by step through the process. Bill has a wonderful personality, good sense of humor that helps lighten matters! He’s down to earth and was a wonderful individual to work with. The company is a good company, they provided DVD’s and good guidelines as to what to be expecting. It felt good to be with them from the beginning until the end!!
Everything that they offered is what I received. They explained everything. They call to check to see if I had any questions and if they answered them all. They got back to me right away. They treated me like family. Mr. Wilson is very professional and honest. I found out about them through a family friend. I have been using their services for a few years. I would recommend their services.
I hired Wilson Financial Group, Inc. to set up an annuity. Mr. Wilson was supremely effective, kept on top of everything, and very much involved. He was always available and made sure I was pleased, which I am. I would most definitely recommend the services of Wilson Financial Group to others.