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

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Related Content

Investment Strategies for Retirement

Investment Strategies for Retirement

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

Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Have A Question About This Topic?

Women on the Rise

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

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.

View all articles

Bi-Weekly Payments

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

What Is My Current Cash Flow?

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

Taxable vs. Tax-Deferred Savings

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

View all calculators

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

View all presentations

Acres of Diamonds

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Charitable Giving: Smart from the Heart

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

View all videos