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Office:	(859) 824-9422
Toll-Free:	(800) 482-6992
Fax:	(859) 824-9428

james.wilson@lpl.com

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Experience Matters

Planning for your financial independence seems complicated in today's world

We at Wilson Financial Services, Inc., are dedicated to the basics:

Identifying your goals
Developing a plan based on sound advice and knowledge
Implementing the plan: updating it on a regular basis
The key to our success, and yours, is our concept of a team effort. We have assembled a staff of professionals who have the knowledge, the experience and the sophisticate

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Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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Managing Your Lifestyle

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Can I Refinance My Mortgage?

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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The market is as unpredictable as the weather. We’d love to help you prepare.

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