Financial Services

At KC Wilson Insurance & Financial Services in Sacramento, CA, we want to offer the best service & attention that our clients expect and deserve. This includes getting to know you the client, your passions, goals, and interests, before trying to recommend any products or services. We want to make sure we are helping you down the right financial path for the next 5, 10, or 20 plus years.

• A brief overview of how KC Wilson Insurance & Financial Services has been helping individuals, families, and commercial clients.
• A message of our Pledge to our clients
• An overview of the 6 Box investment planning process that will benefit you, the client, in formulating and prioritizing the best financial path for you.

• Six Box Talk Diagram
• Six Box Questionnaire
• Personal Automobile Liability Exposure Worksheet