Teachers Heart

Trusted Financial Advisor
Trust Planning
IRA Planning
Retirement Income Planning
401 K Rollover Specialists
Life Insurance
CD Alternatives
Roth IRA Alternatives
Estate Planning
Term Insurance
Long Term Care Insurance
Charitable Giving Planners

Please contact Wilson Financial Services at your convenience for an initial consultation. We’ll work with you one on one to determine a roadmap to success. We look forward to working with you soon.

​Call Today: 714.705.1900


Index (including defined benefit rider)
- Money Market Accounts
- Stewardship Giving

Business Planning

Buy – Sell
Deferred Compensation
Pension Plans (defined benefit)
Roth IRA Corporation Alternative
- Tax Planning
- Financial Planning

Wilson Financial Services

"Dennis is one of the top one percent of retirement counselors and financial service professionals. He is recognized by the Million Dollar Round Table’s Top of the Table, an exclusive forum for the world’s most successful life insurance and financial services professionals."

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