Hank Wilson
CFP, ChFC, CLU, LUTCF, AAI

Mail : hank@TheWilsonFinancialGroup.net
Fax: 866-342-1702
Phone: 215-924-0173

7315 Oak Lane Rd
Elkins Park, PA 19027

Welcome to the The Wilson Financial Group Web site. Our company believes that good financial decisions don’t have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals and we propose to do this in a Socially Responsible way.

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OUR SERVICES

We serve individuals and businesses in all areas of financial management or planning, including:

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much

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Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with

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Risk management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best

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Education funding

Recommending investment and accumulation strategies to help you pay for your children’s education.

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Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance

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REQUEST A QUOTE NOW!

Now you can request information on a variety of financial topics from the comfort of your own home. Please select a form from the menu below to request additional information on a particular financial subject. Add specific details about your situation and we’ll contact you in the next few days.

If you are uncomfortable completing the form, please make sure you have entered your contact information so that we can call you to discuss your particular concerns. If you have other specific questions, please use the “Contact Us” link to drop us a line.

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Annuty
Services

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Group
Health

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Individual
Health

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401(k) Information
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Information
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Care
Insurance

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Life
Insurance

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Disability
Insurance

OUR TAX LIBRARY

We have put together collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you will find a selection of tools and information related to taxes and tax strategies

Federal Income Tax Calculator

Calculate your estimated federal income tax liability

Federal Tax Calendar

View key dates for the upcoming tax season

Federal Tax Publications

Access IRS Publications

Federal Tax Forms

Access IRS tax forms

Federal Tax Rates

Find your tax rate

Tax
Glossary

Tax terms from A to Z

Tax Wise Strategies

Educate yourself on tax advantaged investing



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