Joe Wilson is a financial advisor proudly serving Lansing, Charlotte, Battle Creek, Kalamazoo and the neighboring areas. His financial journey began shortly after college when he reached a point of financial stability, enabling him to embark on investment endeavors. He made nearly every investment mistake in the book along the way but was fortunate enough to learn valuable lessons from each one. One of the primary aims of his website and financial advising is to help you navigate these pitfalls and avoid making the same errors.

As he progressed on his personal financial journey toward early retirement, he began assisting others with their investment strategies and educating them on the intricacies of financial planning. He derived immense satisfaction from his role as an educator and guide, which ultimately led him to pursue a career as a financial advisor. In this role, he found his true calling, as he could combine his passion for financial education with a genuine desire to help others achieve their financial goals.