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

Pick your ideal starting point

Are you...

Planning to retire

It’s never to soon to begin planning for your financial future.

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Ready to retire

Ready or not, retirement is right around the corner!

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Newly retired

You can still make significant impacts on your long-term income.

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As one chapter ends, another begins, welcome to your new found freedom!

Jude Wilson

Check out some of

Our services

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.

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.

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.

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?

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.

our team is here

To serve you

Jude Wilson, MBA, CWS®


J. Michael Mott, CFP®

Certified Financial Planner

Barbara A. Mott, CFP®, EA

Certified Financial Planner

Samantha Wilson, MBA

Director of Marketing

Vikki Weaver, CFP®

Certified Financial Planner

Becky Pollock

Client Services Representative

Jennifer Angelo

Administrative Assistant

Lauren Perry

Office Manager

J.P. Launay

Client Services Representative

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