Jeremy Wilson (CFP®)

Jeremy Wilson focuses in the
following client markets or areas of practice:

College/Education Planning

Estate & Generational Planning Issues

Fixed Fee (Subscription, Retainer, etc.)

Medical Professionals

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Retirement Planning

Tax Planning

Estate Planning

Charitable Planning

Investment Management Education Planning

Insurance Strategies: Life, Disability, Long-Term Care, Home, Auto, Umbrella

Open Enrollment

Stock Purchase Plans
Business Planning Business Succession Planning

Mortgage, Student Loan
?and Debt Strategies

Additional Information

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips!

Jeremy has been working in the financial services industry for over 7 years and has been a Certified Financial Planner™ (CFP®) certificate holder for over 3 years. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.

Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. The Wilsons and their dog, Cali, welcomed son Harrison in December, 2018.