Certified Financial Planner™
Fee Only Advisor – No Commissions – No Sales Pitches – Fiduciary - Completely Unbiased Financial Advice – 100% Loyalty To Our Clients Not A Company
Investment Management Education Planning
Insurance Strategies: Life, Disability, Long-Term Care, Home, Auto, Umbrella
Stock Purchase Plans
Business Planning Business Succession Planning
Mortgage, Student Loan
and Debt Strategies
1. Get to know your family and your family’s financial goals.
2. Define the scope of our relationship. We can provide full-service wealth management, or simply provide expert guidance so you can pursue your goals with confidence.
3. Get the data we need to assess your current financial position.
4. Develop a tailored, comprehensive financial plan and present our recommendations personalized to your family’s financial goals.
5. Help you put your financial plan into action by utilizing our resources, and leveraging your current financial relationships.
6. Schedule ongoing review meetings and establish systems that provide seamless, clear communication between client and advisor.
Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips!
Jeremy has been working in the financial services industry for over 7 years and has been a Certified Financial Planner™ (CFP®) certificate holder for over 3 years. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.
Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. The Wilsons and their dog, Cali, welcomed son Harrison in December, 2018.
©2019 by Jeremy Wilson Wealth Management
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