Year-End Playbook
Four plays to finish the year strong.
As the year comes to a close, I want to make sure your money, your plans, and your legacy are working for you and the people you love. Whether you’re a current client or exploring your options for the first time, let’s build your game plan together.
Maurice Wilson
CEO & Founder, Wilson Wealth Management Group
The Four Plays
Play 1: Benefits
Don’t Leave Points on the Board.
Open enrollment is your chance to make your workplace benefits work harder. Let’s review your health coverage, life and disability insurance, and retirement plan match so you’re not missing what’s already available to you.
Play 2: Estate & Succession
Your Love Letter.
An estate plan gives your family clarity and peace, preventing the state from deciding in their place. Let’s make sure your will, beneficiaries, and business succession plans are current and reflect your wishes.
Play 3:
Tax Planning
Beat the Clock.
Some of the best tax moves have a December 31st deadline. Let’s look at retirement contributions, charitable giving, and investment gains and losses before the year closes.
Play 4:
Goal Setting
Set Your Game Plan.
A new year deserves a clear plan. Let’s map out your financial goals for 2027, from saving and investing to major purchases and milestones, so every decision moves you toward your legacy.
Meet Your Head Coach
Maurice Wilson
CEO & Founder, Wilson Wealth Management Group
I’ve built my career on helping families protect what they’ve worked for and plan for what comes next. As the year closes, I want to sit down with you, review your plays, adjust your strategy, and make sure you step into the new year with confidence.
