Our Services
Financial Management Solutions
Stay on top of your finances with our comprehensive financial management services. Whether it's managing your debt or organizing your banking needs, we're here to help you achieve financial stability and peace of mind. Let us simplify your financial journey and assist you in achieving your financial goals
Our Services Included:
Debt Management
-Managing credit card/loan payments
-Debt consolidation strategies
-Negotiating debt settlements
-Debt relief tactics
-And More
Banking Services
-Ensuring proper account and/or program enrollment
-Budgeting assistance
-Balancing your checkbook
-Setting up automatic bill payments
-And more
Estate Management
Planning for the future, including end-of-life arrangements, is crucial as we age. Our estate management services can assist you with:
.
-Addressing legal matters
-Liaising with other professionals
-Pre-planning final arrangements
-Facilitate a connection with an Estate Attorney
-And More
Let us support you in managing your estate and planning for the future with peace of mind.
Organization Management
Stay organized and in control of your important tasks with our comprehensive organization management services. Tailored specifically for seniors, our services include:
-Organizing personal and financial affairs
- Assisting with service adjustments and cancellations
- Providing notary services
-Organize and file important tax documents
-And More
Let us support you in staying organized and managing your important tasks effectively.
We adhere to a validated five-step methodology encompassing review, organization, and seamless transition into a customized program tailored to meet the unique requirements of our clients.
Wilson Financial
Locations
3420 Atrium Boulevard, Suite 160
Middletown Ohio 45005
Newsletter
