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Our Services

We provide a complete spectrum of custom designed financial and insurance programs and services.

In today’s complex business environment our analysis, financial expertise and carefully crafted programs can help bring security for individuals, business owners, managers and employees.

These are a few of the products and services that Wilson Financial Group, LLC can help you obtain and manage. We are constantly expanding both our product line and our service capability so we can better serve our clients!


Financial Analysis

  • Retirement Income Needs
  • Life Insurance
  • Disability Income Insurance
  • Budgeting & Cash Flow Study
  • Long Term Care Insurance
Planning

  • Retirement Planning
  • Non-Qualified Retirement Plans
  • College Plans
  • Supplemental Retirement Plans
  • Direct Participation Programs
Insurance - Group & Individual

  • Vision
  • Dental
  • Critical Care
  • Short-Term & Long-Term Disability
  • Short-Term Health Insurance
  • Medicare Supplement
  • Medicare Part D
  • Group Health, Life, Disability and Dental
  • Section 125-Cafeteria Plans
Executive Fringe Benefits

  • Deferred Compensation Funding
  • Executive Bonus Plan
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits
  • Split Dollar Insurance
  • Key Employee Benefits
Retirement Planning

  • Pension & Profit Sharing
  • SEP & SIMPLE IRA'S
  • Nonqualified Retirement Plans
  • Hypothetical Probate Analysis
  • Tax Savings Strategies
  • Charitable Giving
  • Family Succession Planning
Estate Analysis

  • Hypothetical Probate Analysis
  • Tax Savings Strategies
  • Charitable Giving
  • Family Succession Planning
College Funding Programs

  • College Cost Analysis
  • Education IRA’s, 529 Plans