Contact

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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Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.