Wilson Financial Services Inc.

Wilson Financial Services Inc. The LPL Financial Advisors focus on Comprehensive Financial Planning.

As an Investment Adviser Representative with LPL Financial, a registered investment advisor, we at Wilson Financial Services Inc can help you define your long-term investment objectives and build a personalized investment portfolio designed to work towards them. I recognize the importance of getting to know you - your financial needs, your financial goals and your lifestyle. Products & Services
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Comprehensive Financial Planning Services for Individuals and Businesses.
- Investment Services
- IRA's, 401K's, Simple IRA's, Profit Sharing, Retirement Plans, Etc.
- Stocks, Bonds, Mutual Funds
- Financial and Estate Planning
- Life Insurance and Annuities
- Referrals to Legal Services, Will and Trusts, Business Incorporations, Employee Contracts, Etc. *
- Referrals to Accounting Services, Corporate and Individual Tax Returns, Tax Analysis, Etc. *
- Group Insurance - Health, Life, Dental, Disability
- Individual Health Insurance and Medicare Supplements, Log-Term Care
- Voluntary Employer Benefits
- Section 125 - Flexible Spending Accounts Plans

*The services provided by referred professionals are separate from and not affiliated with or endorsed by LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as accuracy or completeness. For a list of states in which I am / we are registered to do business, please visit http://www.wilsonfinancialservicesinc.com. Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC www.finra.org and www.sipc.org

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?
02/13/2026

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

This calculator shows how inflation over the years has impacted purchasing power.

Developing a retirement strategy? It's critical to know the differences between investment types.
02/11/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Earnings season can move markets. Find out why.
02/09/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
02/06/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1....
02/06/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

The key to our success, and yours, is our concept of a team effort. We have assembled a staff of professionals who have the knowledge, the experience and the sophisticate

Are dividends a key component when evaluating investment opportunities? Learn more.
02/04/2026

Are dividends a key component when evaluating investment opportunities? Learn more.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
02/02/2026

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
01/30/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Test your estate strategy knowledge with this short quiz.
01/28/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

You’re the conductor of your 401k, IRA and taxable savings.
01/26/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
01/23/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
01/21/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Address

1116 Fashion Ridge Road
Dry Ridge, KY
41035

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18598249422

Website

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As an Investment Adviser Representative with LPL Financial, a registered investment advisor, we at Wilson Financial Services Inc can help you define your long-term investment objectives and build a personalized investment portfolio designed to work towards them. I recognize the importance of getting to know you - your financial needs, your financial goals and your lifestyle. Products & Services - Comprehensive Financial Planning Services for Individuals and Businesses. - Investment Services - IRA's, 401K's, Simple IRA's, Profit Sharing, Retirement Plans, Etc. - Stocks, Bonds, Mutual Funds - Financial and Estate Planning - Life Insurance and Annuities - Referrals to Legal Services, Will and Trusts, Business Incorporations, Employee Contracts, Etc. * - Referrals to Accounting Services, Corporate and Individual Tax Returns, Tax Analysis, Etc. * - Group Insurance - Health, Life, Dental, Disability - Individual Health Insurance and Medicare Supplements, Log-Term Care - Voluntary Employer Benefits - Section 125 - Flexible Spending Accounts Plans *The services provided by referred professionals are separate from and not affiliated with or endorsed by LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as accuracy or completeness. For a list of states in which I am / we are registered to do business, please visit http://www.wilsonfinancialservicesinc.com. Securities and Financial Planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC www.finra.org www.sipc.org