Financial Planning
Financial Planning
Wilson Advisors, LLC
Our process is dependent on the relationships we build with our clients. There needs to be a high degree of trust and mutual respect before any recommendations can be made.
As such, our first meeting is a “get to know you” session. We listen closely to you and help articulate your values and the goals you hope to achieve. Our next step is analyzing your current financial situation, including your assets, liabilities, cash flow, and risk tolerance. By learning about your present condition, we can more effectively plan for the future.
Contact Information
Contact Person
David
Lenda
David will help you find the right Financial Planning offerings for your employees
David Lenda ChFC®, CLU®, MBA is a financial representative and member of Wilson Advisors, LLC. He joined Wilson Advisors in 2015, bringing 23 years of experience in the financial planning and insurance industries.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. David Lenda, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Wilson Advisors LLC is not affiliated with Cambridge Investment Research, Inc