Mark O. Wilson
Toll Free: +1 (888) 891-2348
Fax: (403) 526-6901
Mark O. Wilson
"It is good to have an end to journey toward; but it is the journey that matters, in the end." - Ernest Hemingway
Our lives are a journey. Everybody has a different destination, and different ways of arriving there.
Our team's job is to assist you in developing a financial "road map" that will help guide you to your destination. There may be potholes along the way, maybe a detour or two, but we will be there to help you navigate through them.
Like a regular road trip, you make sure your vehicle is in top shape by taking an inventory of all the crucial items that are required: good tires (including a spare), oil changed, wiper blades in good order, and so on.
Next, plan out a route that will get you to your destination in the most efficient manner, letting you see the sights you wanted, and arrive safely at the end of the trip.
A smart traveler also plans for unforeseen circumstances. Not everyone can foresee all problems, but you have your car insured, carry a roadside assistance plan, and have travel medical insurance.
We see your financial journey as no different. You take an inventory of your assets, and then think about your family's hopes and dreams, and what your retirement might look like (even if you are currently retired). A plan, or "road map," is developed to use those assets. There may be some obstacles along the way, but the plan is in place, and any adjustments or detours can be made if necessary. Protect those assets by having life or disability insurance contingency plans, (travel insurance) in case emergencies occur.
For over 35 years, our passion has been to provide our clients and their families with solutions to their financial puzzles and develop road maps with them to guide them to their destination. The best service we can provide is to obtain a thorough understanding of your hopes and dreams.