Helping you plan for the future today

Helping your employees with their future financial stability is one of the most important ways of building employee loyalty and engagement.  But, investments can be confusing and risky. We help explain investments with easy-to-understand tools and exhibits to both your staff and your advisory team that will help you:

• Maximize your investment return potential
• Maximize plan efficiency and compliance
• Maximize benefits for plan participants
• Minimize total plan costs
• Protect plan fiduciaries and executives.

We provide our clients the following services:

• Investment analysis, selection and monitoring
• Vendor benchmarking
• 404(a)/404(c) guidance
• Plan design
• Employee communications

Securities and investment advisory services offered by Lon Wilson through KMS Financial Services, Inc

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. If any of the services mentioned are not be available in your state, this information is not intended for you.

Any client testimonials on other portions of this site are related to other benefit services of the Wilson Agency and do not reflect any opinion about financial services, account performance, or securities offered through KMS Financial Services, Inc.