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Marie and Fernando Wilson

Create a Clear
Financial Vision

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Your Guide to Financial Success

Person sitting at laptop, ready to takes notes during a webinar.


Become financially savvy by learning simple, useful and easy to understand financial tips and principals through our on-demand videos and create a clear path to your financial goals.

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A financial advisors helping a young couple with a baby plan their financial future.


Schedule a one on one consultation to create your own FREE comprehensive financial road-map, eliminating stress, providing clarity and putting you on the road to financial success!

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Are you looking for more freedom and flexibility in your career? Or looking to earn some extra income part time? Click below to watch our video and learn more about joining our team.

Main Content

Meet Our Partners

  • Franklin Templeton Investments
  • Genter Capital Management
  • Horizon Investments
  • Invesco
  • Lincoln Financial Group
  • Meeder Investment Management
  • Morningstar
  • AGF
  • AIG
  • Brighthouse Financial
  • Dana
  • Fidelity Investments

Money affects every area of life…

marriage, kids, careers, and even how we feel about ourselves. The biggest enemy is confusion. When you don't know where you're going, it creates unnecessary worry or stress.

When you create a clear financial vision, you stop struggling with:

  • Fear about your financial future
  • Arguments over money
  • Debt
  • Little or no savings

Benefits of having a clear financial vision:

  • Free of financial worry
  • Better family relationships
  • Less debt and more savings
  • More productive

When you are excited about your future, you live more confident today.

How to create a clear financial vision:

  1. Schedule a Call.

    It's about 60 minutes. Let me learn about you and where you want to go.

  2. Review your clear financial vision and the simple steps to get you there.

    It's about 60 minutes.

  3. Implement the action steps.

    We do the heavy lifting and help make it happen.

Schedule a Call

A no-cost meeting to discuss anything financial; including eliminating debt, investing, protecting your income, budgeting, saving for college or retirement, or any other topic that affects your financial future.

Fernando Wilson
Fernando Wilson
Marie Wilson
Marie Wilson

7 Steps toCreate a Clear Financial Vision

Request this short, easy-to-understand video that removes the mystery of money, and provides 7 simple steps to create a clear financial vision. It will empower you to take more control of your financial future. Once you are clear about where you are going, and how you are going to get there, you will worry less about money and enjoy life more.

Connie C
West Hampton, NY

This video helped me understand the fundamentals of how money works. It provided me a roadmap to manage debt, save money, and plan for a secure retirement. I couldn't wait to share that 'financial literacy' with my friends and family.

Jim K
New York, NY

This video provided me with a clear pathway to financial security for me and my family. Today, I no longer have to work and we are debt free. We paid off our house, cars, college expenses, and investing now for our grandkids' education.