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Fee-only financial planning and tax preparationAppleton, WI
Wilson Financial is a fee-only financial planning and tax preparation firm led by Tim Wilson, CPA. The firm helps clients set financial goals and milestones, then works through decisions such as savings, investments, debt reduction and estate planning, with support as circumstances change. Clients range from people starting their careers to those approaching or in retirement.
The firm pairs investment advice with tax planning so that cash flow, debt and tax considerations are reviewed together rather than as separate decisions. Recommendations are not tied to commissions or product incentives. The first consultation is offered at no charge, and the office is at 100 West Lawrence Street in Appleton.
Accounting, payroll and tax services for small businesses
Listing your business here is free. Featured is $49 a month:
