Taxes

• Tax Planning
  President of Wilson Financial Advisors, Inc., Kent is a Certified Public Accountant as well as a Certified Financial Plannerâ„¢ professional. He is also a NAPFA-Registered Financial Advisor. Kent graduated from Utah State University with a B.S. degree in accounting. Prior to joining WFA, Kent was with a CPA firm for eight years, giving him an extensive background in tax planning. Kent joined Wilson Financial Advisors in May 1994. Kent has been quoted in Smart Money magazine and the Wall Street Journal. He was recognized as being one of the top 150 financial planners in the nation in 2000, 2002, 2004, 2006 and 2008 by Medical Economics magazine.
• Income Tax

Investment

• Investment Management
• Mutual Funds
  Considering the client’s risk tolerance, investment policy and time horizon, WFA provides asset allocation and portfolio design that is conscious of underlying expenses and performance. Utilizing mutual funds, exchange-traded funds, closed end funds and certain individual bonds, we take a long-term approach to investing. Free of a product line or a single mutual fund family, we cultivate relationships with mutual funds through contact with managers and fund representatives. We educate you on every aspect of your portfolio—from how a mutual fund works to what a municipal bond is.
• Bonds
• Wealth Management
  Retainer or contract clients receive comprehensive financial planning and wealth management services on an annual basis. Contract clients enjoy a proactive relationship with their planner, as the responsibility falls on the advisor to make timely suggestions and provide regular guidance on every aspect of the client’s financial well-being. Typically, contract or retainer clients are interested in a long-term planning relationship. The contract fee takes into consideration the complexity of the work and the amount of assets under management. WFA does not use an AUM style to calculate the contract value. Contract fees are not calculated on the fluctuating value of the portfolio or performance.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Vice president of Wilson Financial Advisors, Inc., Thomas Fritz is a Certified Financial Planner™ certificant who has worked with WFA since 1993. Thomas holds a B.S. degree in business management from Brigham Young University, Hawaii. Before joining WFA, he had more than four years’ experience in the financial planning field. Thomas specializes in investment analysis and portfolio strategies for clients, including maximization of diversification to reduce risk. Thomas designs and presents educational seminars for WFA clients on a variety of financial planning and investment topics. He also works with 401(k) plans to educate participants about sound investment principles. Thomas has been interviewed many times by local and national media about the financial planning profession and current topics of interest. He also presents seminars at professional organizations.
• Retirement Planning
  We assist and prepare you for the day you no longer have “earned income†or when you transition into your retirement lifestyle. Cash flow planning is a living project—we monitor your savings and spending to ensure you have no surprises during retirement. We also advise clients on budgetary concerns and savings plans.
• Asset Management