Hi and thanks for taking this moment to visit.
You should know that I am a CFP® professional with over 23 years of experience who specializes with clients who are near retirement, retired, or who have received an inheritance. I cover the Reno, Carson City, and surrounding communities and have been serving northern Nevada since 2005.
I am an Independent Financial Planner which means that I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to me that I can use to best fit your unique financial situation and goal. This should be very important to you.
Equally important is my affiliation with Money Concepts International. They provide access to these products as well as a technology platform that helps me be efficient in the day to day activities. But most important they also provide a support network of education and experience which helps to sharpen my skills ultimately benefiting you.
Next you should know that you are very important to me. My livelihood resides in the satisfaction of my clients. I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here to me.
Please take the time to contact me at your convenience to learn more.
Thank you again for your time,
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Willson Wealth Management, LLC is an independent firm and not affiliated with Money Concepts