Retirement Income Planning
Schedule a meeting to sit down with Wilson Financial and discover what your ideal retirement looks like.
Using the Wilson Financial Services plan, they will examine your current financial situation, and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
Dennis has been providing financial services throughout the U.S. with his innovative pre- and post-retirement and estate planning strategies for more than 50 years. Dennis specializes in working closely with his clients to create personalized, sound legacy and retirement income plans. He values the importance of protecting accumulated assets while effectively generating sufficient retirement income and minimizing taxes.
Dennis has taught classes at Rancho Santiago College on life, health and business insurance. He consistently enhances his own knowledge by continuing his education in retirement, financial and estate planning with Ed Slott’s Elite IRA Advisor Group & Advisors Excel annual training. In the early 1980s, he began specializing in retirement and estate planning.
Dennis is an enthusiastic Christian and is actively involved in his community and church. He has coached and umpired Little League baseball for more than 36 years and has taught Sunday school for 40 years. He is the West Coast Director for Effective Ministries, Inc. (The LINK), impacting the nation of Niger, Africa, by building orphanages, supplying medical equipment and serving as a missionary.
Residing in Santa Ana, California, Dennis enjoys a fulfilling life with his wife, Kathy, seven children and 15 grandchildren. Away from the office, he enjoys reading, golf and walking his dog, Chewy.
Call Wilson Financial today: 877.214.4935
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