Retirement Planning Services
Monday-Friday: 9:00 AM-5:00 PM
Closed on weekends
based on 7 reviews.
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Proud member since 03/01/2005This company is a Charter Member of Business Consumer Alliance.
WILSON FINANCIAL GRP. WAS A BIG HELP TO ME AND THEN SOME
I had left my government employment about 10 years ago, having reached the minimum requirements for retirement with pension. I was having stock market problems also, so I heard a commercial on the radio and met Bill Wilson who introduce me to fixed index annuities to protect my principal. Since I have met Bill I have purchased 4 annuities and they have performed well and I take advantage of the 10% penalty free amounts that you can take each year for my income needs. They have also earned well with no principle risk, way above bank interest or most of the risky stock market returns that are advertised. One of my annuities just returned 18% in a two year period from Athene. Annuities were the product for me. I really knew almost nothing about annuities until I met Bill Wilson. I would recommend you spend some time with Bill Wilson for your retirement needs.
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Our specialty is income planning. How to get the most out of your investments and take the worry out of retirement. Guarantee, Consistent, Predicable Income is what I deliver on.
Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It's about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan how to get there, and get the right advice along the way.Mr. Wilson is licensed in multiple states, IL, CA, WA, MD, SC, AZ, FL.Please call us at 424-702-5588. Toll free at (800) 398-0773.
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California Department of Insurance
License Number: 0H33279
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