Generate Greatness For Your Retirement

Generate Greatness For Your Retirement

Take the first step toward securing long-term financial success and a legacy that lasts.

Contact

704.864.9404

Address

520 South New Hope Road, Gastonia, NC 28054

Generational Wealth Planning Process

We believe retirement should be a family affair. That’s why our Generational Wealth Planning Process views your financial future through the lens of legacy — and aims to build a strategy with staying power.

How It Works
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Make the Most Of Social Security

Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:

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    How to optimize Social Security for your situation

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    Why timing is so important when it comes to your benefits

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    Ways to supplement your Social Security income

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“Products and strategies are simple. Where we can make a true difference is in how we treat people and the care we put into helping them build their ideal retirement.”

— Les Wilson
Founder and president, Wilson Financial Group

About Us

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