The Wilson Agency is an active member of the Retirement Plan Advisory Group (RPAG), an alliance of over 740 advisors representing 370 firms in 45 states managing more than $86 billion in collective retirement assets. Driven by robust technology, system and services to help create successful retirement plan experiences for plan sponsors and participants alike.
We provide our clients the following retirement benefits services:
- Investment analysis, selection and monitoring
- Vendor benchmarking
- 404(a)/404(c) guidance
- Plan design
- Employee communications
- Fiduciary education
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Securities and investment advisory services offered by Lon Wilson and Sabrina Peterson, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.
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.