Chart Your Own Financial Course  

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Every day, people entrust their finances to a financial professional to help them pursue the financial goals they've set.

That sounds so impersonal, doesn't it?

Janet Wilson Wealth Management, Inc. partners with you to develop a doable course of action based on your values, comfort level, current situation, and timeline. If you don't understand something, we want to explain it to you. If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or we'll find an alternative you can be comfortable with. We think you'll agree that our way is anything but impersonal.

We invite you to explore our Web site to get to know us better. We've tried to make your visit to our virtual office very similar to the experience of our real office. But we're all well aware of the shortcomings of computers and monitors, which is why we invite you to come in to meet us and see for yourself.

Janet Wilson was recently in the September issue of "On Wall Street" magazine.

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Talking to Your Aging Parents About Their Finances. It's crucial to sit down with your parents to discuss the issues that may arise–before they need your help.

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Last Updated: 07/21/14


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