Building Better
Retirements
One Client at a Time!

Meet Jim Wilson

PRESIDENT / CEO OF WILSON & ASSOCIATES, LLC

Jim Wilson, is the founder of Wilson & Associates, L.L.C., located in Wilsonville, OR a suburb of Portland, OR. Jim holds a Bachelor’s degree in Business & Finance from the University of Washington and a Graduate degree from the University of California.

Prior to founding Wilson & Associates, L.L.C. Jim worked as an independent “turn-around” specials’ in the publishing and media field. In 1997 after having worked with many small and large business owners, Jim recognized that the major issues facing most of them as they neared retirement were concerns about health and longevity.  They were concerned that a personal health situation might wipe out everything they had worked for throughout the years. And many had concerns about out-living their savings. […]

If you knew you had guaranteed income for life as part of your overall retirement plan

What would you do?

Our Mission

Our mission is to help our clients make smart investment and financial decisions

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Educational Videos

Gain Financial Intelligence. Check out our educational videos.

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Services Offered

Wilson & Associates, LLC specializes in these Financial & Insurance products.

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