Joe Wilson
Lansing Financial Advisor
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Ten Point Financial, LLC
Joe Wilson
Grand Ledge, MI
Lansing Financial Advisor
Areas of Focus
- Financial Life Planning
- Investing
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi there, my name is Joe Wilson and I am a financial advisor with Ten Point Financial serving Lansing, Charlotte, Battle Creek, Kalamazoo, and the surrounding areas in Michigan.My journey began after college when I finally had enough income and started investing. I proceeded to make just about every mistake you can make but was lucky to learn from all of them.
I was well on my own path to an early retirement when I started helping folks with their own investment plans and educating them on how it all works. I enjoyed the role as an educator and guide so much I decided to become a financial advisor. I felt I had found my calling.
As an advisor, I have lost count the number of times I have been asked where people can find a good resource to learn more about investing. The type of website where someone could start from scratch to learn what investing is all about without having to spend months reading about it. I didn’t have one site to send people to so I decided to create it. Investing and building wealth has a reputation for being overly complex and boring, (I get it, most people probably don’t want to read about the pros and cons for evaluating stocks based on discounted cash flows) but people also stress more about money problems than nearly any part of their lives. Learning the basics can provide you with enough foundational knowledge to avoid costly mistakes and set your future self up for a life less consumed with money worries.
So, dive in with me as we explore detailed financial concepts in a simple, easy to understand form and have a little fun in the process (I hope you like analogies because this site is going to be as full of them as Tigger is full of energy).
If you like what you read and would like to have a discussion about setting up a financial plan unique to your situation, please check out my services page and submit your contact info. Financial independence is a more attainable goal than it might seem.
Primary Location
14821 Wacousta Rd, Grand Ledge, MI 48837, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- One-time Financial Plan
Offers Investment Management
Yes
About our Firm
Ten Point Financial, LLC is a comprehensive financial planning firm located in Grand Ledge, MI.Education
Michigan State University
Volunteer Experience
I am an active member of the Charlotte Rotary Club and a board member on the Olivet Chamber of Commerce.
Badges
Hobbies and Interests
- Animals
- Camping
- Church
- Family
- Fishing
- Golf
- Grilling
- Hunting
- Reading
- Running
- Sports
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Christians
- Corporate Executives
- Data Scientists
- Dual Income Family
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Government Employees
- Sales Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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