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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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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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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.

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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.

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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.

Protecting Those Who Matter Most

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

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Acres of Diamonds

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

Does Your Credit Score Affect Your Insurance Rates?

Protecting Your Home Against Flood Loss

Women on the Rise

Bi-Weekly Payments

What Is My Current Cash Flow?

Taxable vs. Tax-Deferred Savings

An Inside Look at Retirement Living

Investment Strategies for Retirement

Protecting Those Who Matter Most

Acres of Diamonds

Charitable Giving: Smart from the Heart

Retirement Redefined

What You Need to Know About Social Security

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