Jan Wilson
NMLS: 251084
CA DRE: 01186418
A community-focused
comprehensive financial services FIRM
Jan Wilson
NMLS: 251084
CA DRE: 01186418
A community-focused
comprehensive financial services FIRM
Garden Park FIRM
With the target retirement age rapidly increasing from 55 to 65 to 72+, retirement seems more elusive than ever. As Finance Risk Manager and R.E.A.L. Coach, our goal is to help you retire and keep your current lifestyle by making wise decisions in these areas that impact your finances the most:
Garden Park FIRM is a community-based comprehensive financial services firm with a retirement focus, serving the West Garden Grove communities of Garden Park/Eastgate and Garden Park Neighbors.
In addition to decisions in the stock market, our experience shows that unnecessary wealth transfers also happen quite frequently with real estate, mortgage, taxes and healthcare-related decisions, so you will notice these topics addressed on this website.
We often find clients do very well in one area, but then offset those gains by less optimal actions elsewhere. This is the primary reason we use a comprehensive consulting approach when meeting with our clients to help them maintain their current lifestyle and achieve the retirement of their dreams.
We also look for opportunities where we can save money in everyday life, share local discounts and garage sale ads in Garden Park Green and provide a platform for neighbors to showcase local tradesman and businesses in our community in Garden Park Referrals.
