BJ Willson, CFP®
Greater Nevada Financial Services located at:
451 Eagle Station Lane
Carson City, NV 89701
Phone: (775) 886-1343
Fax: (775) 884-5357
My Professional Services
- Wealth Management
- Wealth Preservation
- Long Term Care Insurance
- Life Insurance
- Charitable Giving Strategies
- Retirement Income Planning
Are you aware that most Americans spend more time planning for a two-week vacation than planning for retirement? (American Savings Education Council)
Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As a financial services representative located at Greater Nevada Credit Union, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic?
Over the last 18 years, through workshops and personal interviews, I've helped a great number of clients create a methodology to help reach three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer and distribution of assets in the most advantageous manner.
Specifically, I can help you:
- Retire more comfortably
- Protect your assets and your financial future
- Fund your children's or grandchildren's education
- Plan your estate
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CUNA Mutual Insurance Society.
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
- Earned CFP (CERTIFIED FINANCIAL PLANNER) certification
- B. S., Finance, San Diego State University, 1990
- Financial Planning Association
- Financial services industry, 1995 to present
- Fourteen years of credit union experience, since 1999
- Enjoy golfing, snow skiing and spending time with family and friends.
Greater Nevada CU, 451 Eagle Station Lane, Carson City, NV 89701
Check the background of this investment professional on FINRA's BrokerCheck
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
CBSI is a registered broker/dealer in all fifty states of the United States of America.
The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc.