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Copyright ©2019 Wilson David Investment Advisors. All rights reserved. For informational purposes only. Past success does not indicate the likelihood of success in future performance.

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Who to trust? Hard to know. But good ways to judge are the transparency of advisors with financial certifications, pertinent education, and an open door.  Walk through our door; we can gently guide you in the right direction.


Interested in a bit of financial planning guidance? We offer subscription-based financial planning for a reasonable fee.


Or, hire Kathy, a CERTIFIED FINANCIAL PLANNER™  for your custom financial plan, large or small.  Call us!

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Beware of little expenses. A small leak will sink a great ship.
Benjamin Franklin

Sorry to be Debbie Downer, but you've gotta get your finances under control if you want to live with less worry today and to set yourself up for comfort in your old age. We're not here to nag or make you feel bad, but we've got techniques and recommended actions that can help propel you in the right direction. Call for a chat - it's not going to cost you anything to get to know us.