Wilson Financial Services Inc.

(859) 824-9422

Contact

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

james.wilson@lpl.com

Have A Question About This Topic?

Local Weather

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

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Related Content

Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Have A Question About This Topic?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

View all articles

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

View all videos