We believe that the formula to doing well in retirement is reducing the risk of losing the money that you may need to live on from losses in equities markets, and having consistent, reliable income that supports a good quality of life for you and the people you care about.
At Wilson Financial Group, we take the time to get to know you. Our relationship with you is built on trust, honesty, and integrity. We listen to you – your concerns, hopes, and dreams for the future. You are treated as an individual, not as a number. Your personal situation is reflected in your financial plan.
Using our holistic approach to managing wealth, we work closely with a network of experts across many fields of expertise. We take the time to evaluate every aspect of your financial work from tax, retirement, and estate planning, to charitable giving strategies. We help with both the recommended asset allocations and the investment solutions.
The driving force behind our financial planning recommendations and investment decisions is your best interest – pure and simple.
- When entering into an agreement as fee based advisors, we do not share in brokerage fees or custodial fees.
- We have no obligations to our vendors or service providers that could influence our trading or investment decisions.
- As an independent firm, we have the freedom to leverage new technology to reduce transaction costs and improve efficiency for your benefit.
Simply stated, our sole objective is to serve our clients.
Our Investment Philosophy
Each portfolio is constructed and managed based on your particular goals and needs. We will take into consideration total return, income, liquidity, and risk. Our primary objective is one of capital preservation and long-term growth with an emphasis on risk management. The focus of our practice is on income planning and believe that your retirement years will better if you know that the income you need to live on is provided in a consistent and reliable manner, regardless of market conditions.