Money and Finances don't have to be stressful. We'll help you strategically develop financial goals and milestones, so you can achieve the future of your dreams. Together, we'll tackle some of life's biggest financial decisions, such as savings, investments, eliminating debt and estate planning, to name a few.
We'll help you stick to your plan, providing support and guidance every step of the way. And when your life changes, we'll also be there to help, so you'll always feel in control. We want to help you build long-term wealth, by staying disciplined, minimizing taxes and meeting your financial goals, all while not losing any sleep at night.
We'll help you stick to your plan, providing support and guidance every step of the way. And when your life changes, we'll also be there to help, so you'll always feel in control. We want to help you build long-term wealth, by staying disciplined, minimizing taxes and meeting your financial goals, all while not losing any sleep at night.
Services
Wilson Financial was founded by a husband and wife team, Mandie and Tim with the philosophy that all individuals should have access to high quality financial services at affordable rates. Having a personal adviser should no longer be for the very well-off, but for all individuals.
Over the past several years since the 2008 economic crisis being financially prepared has become evident, however, it can be a daunting task at times to make sure your future is properly planned for.Our goal is to help everyone become financially prepared for whatever the future holds. We strongly believe that having an adviser to help you obtain your goals in life is very important.
Over the past several years since the 2008 economic crisis being financially prepared has become evident, however, it can be a daunting task at times to make sure your future is properly planned for.Our goal is to help everyone become financially prepared for whatever the future holds. We strongly believe that having an adviser to help you obtain your goals in life is very important.
We know that filing your taxes every year is not always on the top of your to-do list, unfortunately it has to be done, that's where we can help! We'll take care of the hard work so you don't have to spend you're Saturday preparing them yourself. See why using Wilson Financial for your tax preparation services can help you!
Mandie graduated from Edgewood College in Madison, WI with a degree in Marketing and Business Management. In addition to earning her degree she was a member of the Edgewood Women's Soccer Team. After graduating college Mandie held several positions with increasing responsibility in the marketing field.
A: Many of our clients are just like us. Generation X and Y individuals and families, focused on being financially responsible, while working towards accumulating wealth and building their dream financial future. A: It's best to look for specific certifications and licenses that relate to the services you desire.
Reviews (7)
Corynn Stoltenberg
May 30, 2021
Report
Tim did my and my ex-wife's taxes without problem for 3? years. But this year, after meeting with Tim over the phone (again for taxes,) he said he would send me documents that evening. After several days I checked in via text and he apologized and said he would get them to me that evening. When still nothing after almost 2 weeks, I texted him saying I completely understood that I may be low priority and if he didn't want to do them, no problem, just please let me know so I could find someone else. I never got a response.
Brenton Burger
Jan 30, 2021
Report
Rebecca Vanden Avond
Nov 30, 2020
Report
David Wilson
Nov 21, 2020
Report
Wilson Financial was instrumental in helping me set up a small business LLC. They we knowledgeable in navigating through the paperwork of starting the business and was able to help with business deductions come tax time. Tim was also able to set up a personalized IRA and investment accounts. I was very happy with the service and recommend them highly.
Jason Driver
Sep 06, 2019
Report
Monica Jones
Sep 04, 2019
Report
Ryan Tuohy
Aug 19, 2018
Report
Our experience with Wilson Financial was incredible! My wife and I got married this past year, so having to figure out how to do our filings jointly would have taken me a lot of time, reading and paperwork. Instead, Tim kindly informed me of all the documents that I needed to send to him. I just uploaded the documents and that was it! Tim had a few simple questions for us that we settled quickly via email and phone. Overall, the process was quite efficient, simple and painless. Tim did a great job, and we will be using him in the future!
