Are You in the Retirement Red Zone?

Just about to go into our fifties, we had no idea whether we were on track for approaching retirement or not. Right from the start, Del heard us. He was interested in our plans for retirement, and our anxieties about making the right decisions to achieve those plans. He met with us on a number of occasions until we felt comfortable that his recommended approach would help us achieve our retirement plans. We never felt rushed to commit, or that any question asked was insignificant.

We contacted Del & Susanne a number of years ago and we were immediately at ease with them. Del listened carefully to our financial status and based on our expectations he came up with a plan we were extremely happy with. The office atmosphere is very relaxed and professional, they are always willing to listen, and in turn offer good advice. Without hesitation we recommend them to friends and family and always look forward to our next meeting to discuss our future finances.

Knowing about financial planning isn't easy but since we have been working with Wilmot Financial we know so much more about ourselves and what our future looks like. Del takes the time and is so patient in explaining the how's and the why's to the financial planning process. Del and Susanne are absolutely fantastic to work with and I would recommend them over and over again.

Del continues to be our "Go To" guy for all of our investment and financial planning needs. His attention to detail and genuine care for his clients' best interest is a winning combination. My wife and I really appreciate Del's individual approach and attention to our specific goals, unlike the cookie cutter approach of the banks. He is always able to frame things in a way that makes them easy to understand, without making us feel "talked down to", and his honesty and integrity are plain to see.

I'm grateful to Del and the team at Wilmot Financial Services for helping to put my financial goals into focus. Their expert financial planning helped me put a plan in place for retirement and now I have greater peace of mind. Del came highly recommended to me and now I would recommend him to you.

Del Wilmot has been my financial advisor for many years. He has always been readily available to advise and encourage a woman who is woefully inept in all things financial. He has always taken whatever time is necessary to explain the intricacies of any plan he recommended so that I had a clear understanding of my choices. He is brilliant and very kind, and Del and Susanne have always treated me as a valuable client and friend, and they continue to support me regularly as I find myself entering those retirement years. I am grateful!

We have been dealing with Del for a lot of years now. He keeps up on ways to make our money make money for our retirement. He is not pushy in any way and really makes sure you understand how everything works before signing on the dotted line. Del and Susanne are very prompt in returning messages or emails. That type of personal service still matters in today's world and we appreciate it.

Del possesses a wealth of financial advising experience, explains thoroughly and concisely, is approachable and trustworthy. Very easy to converse with and always readily available for any queries you might have. In switching to Del, I am confident that he has my best interests at heart. He's simply a really super, nice guy. You won't be disappointed!

Wilmot Financial Services have been helping me with my financial goals for well over 20 years. Del always is available to answer my questions, whether it be during a zoom meeting or an email. Del is constantly looking out for my best interest and takes the time to explain his recommendations. As I approach retirement, I am thankful for the advice Del has given me over the years.

I have been relying on Del Wilmot for financial advice for 25 years. He has always provided sound investment advice in addition to affordable life insurance policies. Del and Susanne are unfailingly cheerful and have patiently answered the many questions I've asked. When stepping into the retirement phase of life, I was able to do so with confidence and my wife and I continue to rely on Wilmot Financial for their expertise.

Del put together a very comprehensive retirement plan for moving forward and investment strategy. This was critical for us moving forward into retirement and it was done magnificently. I would highly recommend Wilmot Financial Services as they do way more than just sell you mutual funds.

Del gives you a picture of where you are and where you should be with your finances so you can comfortably enjoy your retirement. He regularly goes over your "stuff" to make sure the end goal is still attainable.