Financial Planning

Financial Planning2018-11-05T20:09:39+00:00

Helping Clients Invest in Their Financial Dreams

With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term.

After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At the Wilson Consulting Group, we want to fill this role in your life. We would welcome the opportunity to guide you along your financial path. Contact us to take the first step.

Strategies

Our firm is committed to providing the most comprehensive financial strategies for you, your family and your business.

Business Owner Strategies
  • Employment Benefits
  • Major Medical*
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration

 Executive Benefits

  • Supplemental Life & Disability Income Protection
  • Business Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Key Person Training
  • Split Dollar Arrangement

Personal Strategies

  • Life and Disability Income Protection
  • Long Term Care Insurance*
  • Money Management
  • Wealth Accumulation
  • Wealth Distribution Retirement Planning
  • Estate Planning

*Guardian nor its subsidiaries does not offer Long Term Care Insurance

**Money Management offered through Park Avenue Securities

Note:  Include a section for live Market Summary (see below):
Investments*
  • Bonds
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds
  • Coverdell ESA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

*Investments offered through Park Avenue Securities

Additional Planning Strategies
  • Debt Elimination
  • College Funding
  • Charitable Giving