The Best of Both Worlds
Do you have a financial strategy in place? Often, many individuals and families haven’t created a plan because they don’t know where to start. At Wilson Financial Services, INC., we want to help you charter, implement, and monitor a financial course to help you pursue your goals.
We specialize in assisting hard-working individuals, families, and small business owners in all stages of life, from starting their careers to building a family to transitioning into retirement. While they all have unique circumstances, many share a common goal: to feel confident in their financial situation and to have enough money to retire comfortably and securely.
To help clients pursue these objectives, we work closely with them to build comprehensive financial strategies and provide lifelong guidance. With access to a vast network of product and service solutions, we can customize and tailor investment and insurance strategies that best serve the needs of each client. Our clients benefit from the personal touch of our small firm, along with the access to the same products and services as a large company.
Based in Dry Ridge, Kentucky, we serve clients throughout the country. Contact us today to get started.