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Bill Wilson, CSA
President and Founder of Wilson Financial Group

Retirement planning isn’t about aggressive money-making ideas. It’s about establishing and committing to goals and taking the time to create a safe and secure financial plan. Your goals are the driving force behind the financial guidance our firm offers. Our job is to assist you in making well-informed decisions so that you can feel confident in your retirement. Our team will take the time to help you in developing an investment plan that will address both your goals and your concerns.

 

Eddie Patel Inc, is an independently owned, Registered Investment Advisory firm (RIA) whose goal is to restore investor trust and confidence in the financial system, through the creation of client relationships, based on full fiduciary disclosure and transparency. It’s our mission to help you succeed with a financially secure and enjoyable retirement. Go to www.eddiepatel.com for more information.