Wilson Financial Overview:
Wilson Financial was founded by a husband and wife team, Mandie and Tim with the philosophy that all individuals should have access to high quality financial services at affordable rates. Having a personal adviser should no longer be for the very well-off, but for all individuals. Over the past several years since the 2008 economic crisis being financially prepared has become evident, however, it can be a daunting task at times to make sure your future is properly planned for. Our goal is to help everyone become financially prepared for whatever the future holds.
We strongly believe that having an adviser to help you obtain your goals in life is very important. To us preparing your taxes, advising you with a financial plan, providing accounting services or managing your investments is not something that we take lightly. We are the people you can trust to help with any questions or problems you may have throughout the entire year, not just during tax season or during an annual meeting, but throughout life as new challenges are encountered.