Protecting your assets from excessive taxation and risks.
Welcome to Wilson Investment Consultants, LLC
We are an Estate and Financial Planning firm formed to provide investment management, tax management and education to the people throughout the Southwest. "If you manage the risk first, the gains will take care of themselves." Wilson Investment creates financial plans customized with each client's needs in mind. We practice with the belief that an educated investor is a successful investor. Jim's investment practice is closely aligned with the academic research and successful management principles of the University of Chicago and the Wharton School of Finance.
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Free IUL Guide!
As you progress in your career, this question likely becomes louder. Thankfully, there are a number of solutions and strategies that can be employed to help individuals in your position answer this question. This guide provides wealth-building insight and a high-level overview of one potential solution.
“If you manage the risk first, the gains will take care of themselves.”Wilson Investment creates financial plans customized with each client’s needs it mind.
Call us today to request a free tax and investment planning consultation.