Independence Money

I retired from the federal government in 2013. I had previously met Nathan Wilson via referral from a close friend. We started to discuss and develop a financial plan which included Thrift Saving Plan assets, savings, and insurance options. Mr. Wilson and his employees exceeded my expectations and was a bench mark that I expected from anyone I have had any dealing with including banks and insurance companies. I receive personal service each and every time I contact Mr. Wilson and his employees. It was refreshing to have a live person answer the phone and/or emails immediately and assisted me in any questions. This type of service is not the norm from other companies… read full review

Going into retirement and planning for no longer receiving an income based on my skills and work ethic I felt I need to find a someone to partner with in looking after my investing strategies with both growing and preserving what I had managed to put away to sustain me for hopefully the next several decades of retirement.
I did not feel comfortable with any of the big-name corporate firms that would push their own proprietary investment products and corporate outlooks and strategies that might fit the demographic box I most closely fit into.
What I wanted was a small independent advisor who was able to look at everything out there to choose from and was willing to both… read full review