Local people protecting & preserving the assets you worked hard for.
Will McWhorter and Wayne Wilson of Wilson McWhorter Financial protects and preserves the assets you worked hard for in your life. When it’s time for you to retire, live comfortably knowing that your money and assets are protected and you have a reliable and steady income.
Today, most Americans do not have an employer-sponsored pension plan, so our focus is on essentially helping you create your own pension, using products that provide a guaranteed lifetime income stream that you can never outlive.
401K Rollovers
We can help you identify when it may be time to rollover a 401k into an IRA or other vehicle that may be able to better serve your needs, provide more options, and streamline your retirement.
Retirement Income
While life insurance is often talked about, it is much less frequently understood, or properly utilized as part of a retirement income strategy. Permanent life insurance can be an extremely powerful tool to help provide tax-free income distributions for your retirement.
Life Insurance
If you’ve had a job, chances are you may well have a 401k or IRA through your employer. And if you’ve had more than one job, you very well may a 401k or other qualified plan sitting at an old employer.
Lifetime Income
Today, most Americans do not have an employer-sponsored pension plan, so our focus is on essentially helping you create your own pension, using products that provide a guaranteed lifetime income stream that you can never outlive.
401K Rollovers
We can help you identify when it may be time to rollover a 401k into an IRA or other vehicle that may be able to better serve your needs, provide more options, and streamline your retirement.
Retirement Income
While life insurance is often talked about, it is much less frequently understood, or properly utilized as part of a retirement income strategy. Permanent life insurance can be an extremely powerful tool to help provide tax-free income distributions for your retirement.
Life Insurance
If you’ve had a job, chances are you may well have a 401k or IRA through your employer. And if you’ve had more than one job, you very well may a 401k or other qualified plan sitting at an old employer.
Hear From Our Clients
Great team! Was able to answer and assist with me all my issues and concerns.
Alexa Piccirillo
"Wayne is straightforward, thorough & always follows up with his appointments and phone calls. He has handled our finances for over 10 years & has always been honest with us. We highly recommend them."
Ricky & Deborah Smith
My husband and I have been working with Will for the past 9 years. Will is very knowledgeable in both personal and commercial insurance. He is a great communicator and is always a phone call away. I highly recommend working with Wilson McWhorter Financial.
Madison Hollimon
Great services and staff. They are very professional and knowledgeable.
Makenzie Bell
"They put me in an investment that's worked well even in the crisis. They’re personable, always follow-up & are very good at explaining things.”
Jerry Baine
I had an AMAZING experience! Can’t recommend enough!
Abigail Burt
"A coworker recommended them to me before I retired. My wife & I met with Wayne about post-retirement planning. We were very pleased with the communications, services & results. I use them because they’re trustworthy with my retirement & allocation of funds."
Lewis Berry
Will is a reliable and trustworthy friend; I’d highly recommend him.
