Kent Wilson (BS, CFP®, CPA)
Kent Wilson focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
Planning Specialties
We do comprehensive planning for all individuals including Retirement/cash flow planning, Investment review, Estate planning, Tax planning and review of what insurance needs they may need or do have at the current time. We currently invest primarily in no load mutual funds making sure that every portfolio is properly diversified.
Additional Information
Our firm was started in 1984 and is currently celebrating our 25th year of being in business. We have always operated as a Fee-only Financial Planning Firm. Starting in 2000,2002,2004,2006 and 2008 have been named in Medical Economics magazine top 150 financial planners.
NAPFA Start Date
October 11, 1999
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.