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WILSON FINANCIAL
SERVICES
"Guidance with Integrity"
We keep it simple by focusing on educating your family in a way that is easily understood. Our goal is to help you learn and understand your options so that you will be able to make informed decisions for your unique situation right from the start.
Securities offered through GWN Securities, Inc., Member FINRA/SIPC. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Wilson Financial Services and GWN Securities, Inc. are separate companies.
RETIREMENT PLANNING SERVICES
Securities offered through GWN Securities, Inc., Member FINRA/SIPC. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Wilson Financial Services and GWN Securities, Inc. are separate companies.
COMPLIMENTARY CONSULTATION
Since founding our business, we have provided our clients with a complimentary consultation to help design a budgeting and saving plan for their unique future using methods we have learned as financial professionals. If you'd like to know more, please contact us.
INVESTMENTS AND LIFE INSURANCE
Our clients' needs are priority, and we believe that education as well as a plan is equally important for a successful financial future. We want our clients to understand the products they are using. Every situation is unique, and we believe having a firm understanding of their own plan helps clients become confident in their future and the steps they are taking to get closer to their goals. So book an introductory meeting today to learn more about how we can work together to accomplish your goals.
Resources
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How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on more info to find a selection of easy-to-use calculators about related financial topics. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
Actual results will vary.
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Information Flipbooks
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Will you outlive your retirement income? Are your financial expectations for the coming year realistic?
We have collected a number of easy to read flipbooks on particular financial topics that we think you might enjoy reading. Click on more info to start your education.
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Newsletters and Articles
Our financial newsletters and articles are designed to provide helpful information on a wide variety of financial topics.
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
Simply click on more info and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies.
WENDI L. WILSON
Financial Professional
903-474-8701
wilsonfinancial@gwnsecurities.com
ABOUT ME
Wendi L. Wilson, Registered Representative of GWN Securities, Inc.,
https://brokercheck.finra.org/
I'm a professional financial representative, but I, also, have the heart of a teacher. My goal is to "shed light on" and simplify a subject (investments) that most people find difficult to understand. I will help fit your investments into your life, consider tax implications and changes in legislation while educating you so that you understand what you're investing in and why.
Since I am an independent agent, I do not work for any insurance or investment company; therefore, I am able to research information and offer a variety of competitive products. I enjoy offering reliable customer service while educating and supporting my clients on their way to financial wellness.
I am married to my husband and best friend of 38 years. We have been blessed with our 4 children and 2 amazing ones by marriage. We, also, have 7 grandchildren that we love and enjoy so much.
My previous profession was that of a high school teacher which has served me well in helping to educate others in finances. In fact, that career has taught me how to break down concepts for my clients. Last but not least, I'm a Christian, and my faith in Jesus Christ is, without a doubt, most important to me. My paramount goal in life is to bring others to Him through the life that I live in Christ.
WFS wants to bring clarity to our clients so that they are empowered and successful on their financial journey.
If you'd like to learn more, please contact me today for a free initial consultation.
It would be my pleasure to help you!
John 1:5
"The light shines in the darkness, but the darkness cannot overcome it."
Securities offered through GWN Securities, Inc., Member FINRA/SIPC. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Wilson Financial Services and GWN Securities, Inc. are separate companies.
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