Wilson Financial Services Inc.

(859) 824-9422

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

James F. Wilson, JR

President, CEO & LPL Branch Manager

(859) 824-9422

(859)824-9428

 

Have A Question?







Thank you! Oops!

Recommended Content

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.