Kent Wilson

About Kent

We do comprehensive planning for all individuals including Retirement/cash flow planning, Investment review, Estate planning, Tax planning and review of what insurance needs they may need or do have at the current time. We currently invest primarily in no load mutual funds making sure that every portfolio is properly diversified. Our firm was started in 1984 and has always operated as a Fee-only Financial Planning Firm.

Areas of focus

Credentials & background

The firm