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What We Can Offer You

At Wilson Financial Group, we offer independent advice to our clients and work with them to develop a strategy to pursue all of their financial goals. As an independent firm, we have the luxury of providing our clients with transparent, honest, and objective advice, which is offered only with our clients’ best interests in mind. We have no obligations to anyone but you – a liberating opportunity that allows us to work solely for your benefit. Our team believes that you have worked hard to secure your assets, and by partnering with us, you are trusting us to do our very best to ensure that your money is used where it is most needed.

Please feel free to browse the list of services that we offer below and determine if they are right for you and your needs.


Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Variable Annuity

Fixed Index Annuity

Multiyear Guaranteed Annuity

Structured Products

Financial Planning

Retirement Plans

Tax Planning Strategies

401(k) Planning

403(b) Planning

College Plans

Estate Planning Strategies

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Medicare Supplement

Contact Us

At Wilson Financial Group, we pride ourselves on being completely accessible to our clients or anyone looking for help with their retirement planning needs. We can meet at our office located in Gastonia, North Carolina or we can meet at a place of convenience if more appropriate.

We believe that the only wrong questions are the ones that remain unasked, and we assure you that we will answer each of those questions with proactive solutions and advice. Our team values the chance to connect with our community, and as a result, we welcome both in-person appointments at a location that works best for you as well as appointments via phone or video conference. While we always encourage our clients’ first meetings to be in person at our office or a public place, we are more than happy to divert to virtual appointments as our relationship develops over time.

If you are interested in scheduling a meeting, please contact us using the information provided here and we can work out a way to meet and discuss each and every one of your financial needs. We look forward to hearing from you!

Contact Us Today