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As Featured On: Jude Wilson, CWS MBA

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

When do you want to retire?
My complimentary guide will give you the critical steps you need to take today.
Simply pick your ideal date below, and let’s get started!

Wilson Group Financial - Retire Free

In 10 years or more

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


Wilson Group Financial - Retire Free

Within 10 years

At this late point in your career, making even one wrong decision can delay your retirement for a year or more. I’ll walk you through the common pitfalls.


Wilson Group Financial - Retire Free

Within a year

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.


Wilson Group Financial - Retire Free

Recently 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.


Our Services

01 Opportunity

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.

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02 Risk

Mitigating Risk

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.

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03 Legal

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.

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04 Legacy

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?

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05 Fulfillment

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.

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Get to know us in person

Wilson Group Financial Event

Wilson Group Financial events

At Wilson Group Financial events, you’ll meet my team, mingle with my current clients and learn more about maximizing your financial future.

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From Jude’s blog

Home Blog

Why You Should Stay in Stocks in 2016

One bad trading day is not the year. The stock market has wavered recently. A lackluster year just ended, and this year has started inauspiciously. You may be wondering … should you really be invested in stocks right now? Yes, you should be. . .

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