David T. Wilson   Finanacial Stategies
David T. Wilson    
Products and Services
I am pleased to make available to our clients a broad range of financial products and services comprised of the following:

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Services
•  Financial Planning for Individuals and Businesses
•  College Financial Preparation
•  Estate Planning
•  Retirement Counseling ~ Lump Sum Distributions
•  Corporate Benefits Strategies
•  Charitable Giving
•  Long Term Care Funding


Insurance
•  Term Life
•  Adjustable Life
•  Universal Life
•  Whole Life
•  Variable Life *
•  Survivorship Life
•  Long Term Care
•  Disability Income
•  Medical Insurance, Hospital, Surgical


Investments *
•  Mutual Funds
•  Money Markets
•  Variable Annuities
•  Unit Investment Trusts
•  Fixed Annuities

* Securities and investment advisory services offered through Securian Financial Services, Inc., member FINRA/SIPC.

We always strive to maintain strong working relationships with a select number of companies in each product class in order to be competitive and objective. To provide the higher quality products and service for our clients, this list undergoes frequent review. As an independent firm with a full-service orientation, I seek the best and most innovative solutions available in the marketplace.

It is prudent to conduct periodic reviews of one's financial situation to deal with changing laws and circumstances. Accordingly, a complete review of your current financial situation may be in order. Contact me to make an appointment.

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760 Bantam Road  |  P.O. Box 570  |  Bantam, CT 06750
Phone (860) 567-3123 or 866-318-3123  |  FAX (860) 567-5258
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