About Us |
Stanley Wilson | Owner
Stanley Wilson is a Financial Strategist at PS&G Financial Partners. Stanley helps pre-retirees and retirees plan for their financial future and overcome healthcare costs in retirement. He also helps business owners build succession plans and educates them on how to enhance their employee benefit plans.
After studying Family Financial Planning and Counseling at the University of Alabama, Stanley dived headfirst into the Life insurance business in 1983. He joined Penn Mutual in 2000 and qualified for President's Club in 2001. A past President of the Lawrenceburg Lion's Club, Stanley also served as president of his local NAIFA (National Association of Insurance and Financial Advisors organization), for two years. Stanley has worked as a sportscaster for the last 15 years for his local radio station covering the local high school. He also has a financial radio show called "HarvestMoney Radio". He is an avid golfer and loves going to the beach. |
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Listen Every Week!
When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Stanley’s safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
We Love To Meet New People!