Are you ready to retire free - free from unnecessary worry & financial stress?

No matter your age, you can plan for a more rewarding retirement. Plan Wise. Retire Free. And I can help.

My name is Jude, and I specialize in designing retirement solutions for my clients. Getting started is as easy as answering one simple question. What does your retirement mean to you?

As Featured On:

Our primary regulator, FINRA, provides numerous investor education materials. One resource is Broker Check, which provides information about firms and financial advisors.

Are you ready to retire free - free from unnecessary worry & financial stress?

No matter your age, you can plan for a more rewarding retirement. Plan Wise. Retire Free. And I can help.

My name is Jude, and I specialize in designing retirement solutions for my clients. Getting started is as easy as answering one simple question. What does your retirement mean to you?

As Featured On:

Our primary regulator, FINRA, provides numerous investor education materials. One resource is Broker Check, which provides information about firms and financial advisors.

Are you ready to retire free - free from unnecessary worry & financial stress?

No matter your age, you can plan for a more rewarding retirement. Plan Wise. Retire Free. And I can help.

My name is Jude, and I specialize in designing retirement solutions for my clients. Getting started is as easy as answering one simple question. What does your retirement mean to you?

As Featured On:

Our primary regulator, FINRA, provides numerous investor education materials. One resource is Broker Check, which provides information about firms and financial advisors.

When do you want to retire?

My complimentary guide will give you the critical steps you should take today.

Simply pick your ideal starting point below, and let's get started.

Planning to Retire

It’s never to soon to begin planning for your financial future. Our early retirement guide will give you the tips you need today to make the most of your early start tomorrow.

Ready to Retire

Ready or not, retirement is right around the corner! You will soon be facing critical decisions with long-ranging impact. My guide will help you make sense of it all.

Newly Retired

Even if you’ve already retired, you can still make significant impacts on your long-term income. My guide will highlight these often hidden opportunities.

Meet Jude Wilson

Jude H. Wilson, CWS® MBA, is the heart of Wilson Group Financial as both its founder and its chief financial strategist. Jude has served within some of the nations top financial and insurance firms, including Prudential Insurance, Wachovia Securities, Sun Trust, and Morgan Stanley. Today his passion is to develop retirement strategies for baby boomers – just like you – ready to Plan Wise and Retire Free.

Meet Jude Wilson

Jude H. Wilson, CWS® MBA, is the heart of Wilson Group Financial as both its founder and its chief financial strategist. Jude has served within some of the nations top financial and insurance firms, including Prudential Insurance, Wachovia Securities, Sun Trust, and Morgan Stanley. Today his passion is to develop retirement strategies for baby boomers – just like you – ready to Plan Wise and Retire Free.

Meet Jude Wilson

Jude H. Wilson, CWS® MBA, is the heart of Wilson Group Financial as both its founder and its chief financial strategist. Jude has served within some of the nations top financial and insurance firms, including Prudential Insurance, Wachovia Securities, Sun Trust, and Morgan Stanley. Today his passion is to develop retirement strategies for baby boomers – just like you – ready to Plan Wise and Retire Free.

OUR SERVICES

Identifying Opportunity

Your retirement plan is chugging along. But, are you taking full advantage of hidden opportunities to improve the returns on your investments? If not, you should be.

Mitigating Risks

Risk is unavoidable, but I can help you prepare. Life insurance, disability and long term care option for you and your loved ones are just the first step in mitigation.

Legal Safeguards

No one likes to deal with legal issues, but a little prep work can go a long way: durable power of attorney, asset titling, estate planning, business succession and more.

Legacy Planning

What happens to your legacy when you’re gone? Asset distribution, of course. But what about charitable giving, education funding, and ensuring your values live on?

Personal Fulfillment

Financial planning is really lifestyle planning. Vacations, a second home and enjoying the fruits of your success — not everything is saved for future generations.

OUR LATEST BLOG POSTS