Generate Greatness For Your Retirement

Generate Greatness For Your Retirement

Take the first step toward securing long-term financial success and a legacy that lasts.




520 South New Hope Road, Gastonia, NC 28054

Generational Wealth Planning Process

We believe retirement should be a family affair. That’s why our Generational Wealth Planning Process views your financial future through the lens of legacy — and aims to build a strategy with staying power.


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Make the Most Of Social Security

Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:

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    How to optimize Social Security for your situation

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    Why timing is so important when it comes to your benefits

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    Ways to supplement your Social Security income

“Products and strategies are simple. Where we can make a true difference is in how we treat people and the care we put into helping them build their ideal retirement.”

— Les Wilson
Founder and president, Wilson Financial Group

Attend A

Live Event

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

No events are scheduled at this time. Please check again soon!

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