Wilson Financial Services Inc.

(859) 824-9422

Products & Services

We provide assistance in the following areas:

  • Comprehensive Financial Planning Services for Individuals and Businesses
  • Investment Services
  • IRA's, 401K's, Simple IRA's, Profit Sharing, Retirement Plans, Etc.
  • Stocks, Bonds, Mutual Funds
  • Financial and Estate Planning
  • Life Insurance and Annuities
  • Referrals to Legal Services, Will and Trusts, Business Incorporations, Employee Contracts, etc.*
  • Referrals to Accounting Services, Corporate and Individuals Tax Returns, Tax Analysis, etc.*
  • Corporate Benefits
  • Group Insurance - Health, Life, Dental and Disability
  • Individual Health Insurance and Medicare Supplements, Long-term Care
  • Voluntary Employer Benefits
  • Section 125 - Flexible Spending Accounts Plans

*The services provided by referred professionals are separate from and not affiliated with or endorsed by LPL Financial.

 
 

Have A Question?







Thank you! Oops!

Recommended Content

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.