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Wilson Financial Group, LLC

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Wilson Financial Group, LLC

Mission statement:

Currently provides investments, insurance and employee benefits. In addition Wilson financial Group recently added property and casualty services and products for auto, home, boat, business and more. Wilson Financial Group takes in providing the most up-to-date products as well as forming strategic alliances with some of the most reputable investment firms and insurance carries in the industry.

Overview:

Wilson Financial Group is a financial and insurance services firm committed to helping you improve your current and long-term financial success. Our customized programs in the areas of wealth management, employee benefits, and risk management are designed to help manage, grow, and preserve your assets by delivering an unprecedented level of personalized and professional service.

Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, I promise to offer you a new level of attention, insight, and guidance.

I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with me, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, I work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

History:

Wilson Financial Group founded in 1993 by James R. (Skip) Wilson, Jr. President & CEO.

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