1 SMART Step Financial Education

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Introduction: We provide the education and support to allow you to invest with confidence. With more than 15 years of experience in financial analysis and advising. With my experience in wealth management and as a stock broker I know that you can't make money paying someone else to manage it; you must learn how to do it yourself. That's where I come in. My company teaches your how to save and invest reducing cost, improving return and avoiding common pitfalls (with no bias, hidden fees, commissions or kick backs from the industry). I just like to help people and save them from the traps that have been created in the financial industry to siphon away your money. I think everyone should understand saving and investing and have the support they need to make informed decisions.

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Customers rated this pro highly for responsiveness, professionalism, and work quality.

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Joyce A.

Jul 14, 2017

I and my family are completely satisfied with the financial guidance given by Nick Wilson. His knowledge is sound and he offers advice that is sensible and clear. Our association with Mr. Wilson afforded us the individual direction we had not received from any other financial agent or organization. He is someone you can trust to get you through the murky waters of planning for a secure future and retirement. JA

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Nicholas Wilson

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Prices are typically $300-$500 for education and one year support. Price is dependent on the amount and type of education required and deliverables requested. This is a fraction of what you pay a financial advisor for similar services and since our service focuses on education you will soon be able to invest with confidence saving the average investor more than $250,000 in fees over a lifetime.
What is your typical process for working with a new customer?
1. Evaluate your situation 2. Determine needs and wants 3. Create a strategic plan and determine appropriate investment strategy 4. Educate you to succeed with your investment strategy (portfolio development, strategies, evaluation…) 5. Answer questions & provide support when making financial decisions
What education and/or training do you have that relates to your work?
MBA from Naval Postgraduate School; Certificate in Program Management; Certificate in Financial Management; and a Certified Government Financial Manager. Held financial industry licenses “Financial Advisor” (Series 66), “Securities Broker” (Series 7), insurance (life, annuities, disability, long-term care...). Also have significant education and training in small business consulting, economics, accounting, auditing, contracting, negotiation, anti-money laundering, and financial investigations.