The Wilson Financial Group is a full-service financial planning firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients — not to a parent company.
Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs.
Our firm works almost exclusively on fee-based compensation. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda. It also means that we are here for you, ready to offer ongoing financial expertise whenever you need it, whether or not you are ready to invest.
For more information about our firm and the services we offer, contact us today.