Diane M. Wilson,  CFP<sup>&reg;</sup> - Financial Advisor

Diane M. Wilson, CFP®

Founding Partner, Financial Advisor

My Social Security Analyst

6817 Noland Rd
Shawnee, KS 66216
FINANCIAL ADVISOR'S WEBSITE
(888) 788-3455 CONNECT WITH Diane
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General

Diane Wilson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at My Social Security Analyst in Shawnee, KS and the surrounding communities.

Financial Advisor Overview

As a specialist with extensive knowledge of Social Security rules, I use my skills to explain and discuss complex claiming strategies in a simplistic, meaningful language. I have developed excellent interpersonal skills with the ability to effectively interact with a diverse group of clients, including high net worth individuals. Clients who complete a consultation receive a customized claiming strategy. Clients who request assistance with the on line application will have confidence their applications were completed accurately. I use industry leading Social Security software to give financial professional’s clients confidence in knowing they are getting all the benefits to which they are entitled. Social Security rules and regulations are daunting to the point of overwhelming, and keeping up is a full-time job. I enable professionals to provide their areas of expertise to clients, while adding the value of Social Security maximization strategies from My Social Security Analyst.

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Financial Advisor Experience

Social Security claiming expert. Retirement Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Retirement

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Helpful Financial Planning Resources