Money and Finances don't have to be stressful. We'll help you strategically develop financial goals and milestones, so you can achieve the future of your dreams. Together, we'll tackle some of life's biggest financial decisions, such as savings, investments, eliminating debt and estate planning, to name a few.
We'll help you stick to your plan, providing support and guidance every step of the way. And when your life changes, we'll also be there to help, so you'll always feel in control. We want to help you build long-term wealth, by staying disciplined, minimizing taxes and meeting your financial goals, all while not losing any sleep at night.
We'll help you stick to your plan, providing support and guidance every step of the way. And when your life changes, we'll also be there to help, so you'll always feel in control. We want to help you build long-term wealth, by staying disciplined, minimizing taxes and meeting your financial goals, all while not losing any sleep at night.
Services
Wilson Financial History
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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.
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.
Tax Preparation
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We know that filing your taxes every year is not always on the top of your to-do list, unfortunately it has to be done, that's where we can help! We'll take care of the hard work so you don't have to spend you're Saturday preparing them yourself. See why using Wilson Financial for your tax preparation services can help you!
Mandie Wilson
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Mandie graduated from Edgewood College in Madison, WI with a degree in Marketing and Business Management. In addition to earning her degree she was a member of the Edgewood Women's Soccer Team. After graduating college Mandie held several positions with increasing responsibility in the marketing field.
Faq
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A: Many of our clients are just like us. Generation X and Y individuals and families, focused on being financially responsible, while working towards accumulating wealth and building their dream financial future. A: It's best to look for specific certifications and licenses that relate to the services you desire.
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