The Wilson Group since 1925........5 generations of service.
Founded by: Loyal B. Wilson, CLU
Loyal I. Wilson, CLU, ChFC
Robert Wilson, CLU
Since 1925, when Loyal B. Wilson joined the industry, the Wilson name has been associated with insurance and financial services. In due course, Loyal B. Wilson's son, Loyal I., his grandson, Robert, great-grandson, Jason and now his great-great granddaughter, Kinzie have entered the business.
There are many financial groups and it's fair to ask what makes the Wilson Group different. If there was one term that sums up the answer, it would be "family values." At The Wilson Group, professional standards and family values are one and the same.
Though the Wilson Group started as an insurance agency, its activities today are much more diverse. For families, the business now offers estate planning, retirement planning, IRAs and annuities, disability income protection, life insurance and long-term care insurance. Business and organizations are offered employee benefit planning, executive bonus plans and buy-sell funding. The Wilson Group has kept pace in a fast changing industry where the needs and expectations of clients reflect a world of increasing complex financial demands and choices.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.