Wilson Financial Advisors

Retirement Income Planning - Powered by Your 24/7 AI Team

(800) 696-9970
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Our Expertise

Retirement Income Planning

  • Guaranteed income streams
  • Asset protection strategies
  • Tax-efficient distributions
  • Legacy planning

IRA Distribution Strategies

  • Required Minimum Distributions (RMDs)
  • Roth conversion analysis
  • Beneficiary optimization
  • Tax reduction strategies

Medicare Planning

  • Medicare Advantage plans
  • Medicare Supplement (Medigap)
  • Prescription drug coverage (Part D)
  • Enrollment assistance

Insurance Products

  • Fixed & index annuities
  • Long-term care insurance
  • Life insurance
  • Final expense coverage

Meet Your Team

R

Rosie

Receptionist

Your first point of contact. Answers questions, qualifies needs, and schedules consultations with Dennis.

D

Dispatch

Scheduler

Calendar expert. Books consultations, sends confirmations, and manages Dennis's schedule.

Q

Quinn

Medicare Specialist

Medicare expert. Explains Advantage vs Supplement plans, prescription coverage, and enrollment timing.

L

Ledger

IRA & Billing

IRA strategy specialist. RMD calculations, Roth conversions, beneficiary strategies, and billing questions.

S

Scout

Sales & Proposals

Proposal builder. Creates customized retirement income plans, explains products, guides applications.

A

Atlas

Team Manager

Quality control. Reviews all responses, handles escalations, ensures compliance and professionalism.