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FINANCIAL PLANNING

While each individual's needs are unique, many people have similar financial objectives – whether to ensure they have the income they need today, to grow their assets, or to plan for retirement. The financial solutions provided by Dwayne Wilson Insurance & Financial Services are designed to give a framework for your specific goals.

Your mix of assets and objectives are unique, and your financial plan should be the same. You need a partner who can provide a thorough understanding of your situation, needs and preferences as well as help you plan for your future goals.

Our mission is to understand your situation and guide you through life's transitions, helping to reduce the complexities by creating a unique financial structure for your future.

Your Dwayne Wilson Insurance & Financial Services advisor will focus on you and will learn about your financial goals, your dreams, and your obligations. With these insights, we will recommend a customized plan that works exclusively for you by setting priorities for today, tomorrow and well into the future.

OUR FINANCIAL PLANNING SERVICES

Estate Planning
College Planning
Buy/Sell
Key Man
401(k) & SIMPLE IRA Plan Design

Retirement projections / cash flow
Risk analysis review: life insurance,
     disability coverage, long-term care
Asset allocation – investments
Tax-savings strategies

Contact Dwayne Wilsonn Insurance & Financial Planning Service for a Financial Planning Consultation in Maiden NC or surrounding areas
We will help you plan for your financial future, including college planning, long-term care, retirement planning and estate planning