Amy Wilson

Business Advocate

Amy Wilson PP

Location: St Petersburg, FL

Specialties: Preventative Health Initiative (PHI) & Tax Rebate

Our Organization Has Helped

44K

Projects

65M

People

135

Offices

About Amy Wilson

Amy Wilson, following in her father's footsteps, has devoted her career to empowering individuals and businesses financially. Raised by an accountant turned financial advisor, Amy learned early the distinction between need and want, witnessing her father's profound impact on numerous lives through financial guidance. This foundational experience propelled her to teach financial literacy to New York City's youth before focusing on aiding businesses to unlock tax savings and rebates. Amy's expertise now lies in helping Generation X and entrepreneurs achieve debt freedom and wealth creation through innovative financial strategies. Utilizing award-winning Financial GPS software, she offers mathematical solutions for zero debt and wealth accumulation, ensuring clients can navigate life's uncertainties with recalibrated financial plans.

Complementing her financial acumen is her involvement with the Preventative Health Initiative (PHI) by Project Blue. PHI provides a holistic employee benefit program that encompasses a personalized health dashboard, preventive care, health coaching, telehealth, and an employee assistance program, all at no net cost to employers. This initiative aligns with Amy's mission to enhance overall wellbeing, offering a dual-faceted approach that benefits both employers and employees, ensuring financial and health prosperity.

Our Expertise

Preventative Health Initiative

Preventative Health Initiative

Business Funding​

Business
Funding​

Tax Credits, Rebates And Incentives

Tax Credits, Rebates and Incentives

Financial Planning

Financial
Planning

Grow your wealth so you can live the life you want!

Please Fill Out The Short Form Below To Get Started With PHI
Preventative Health Initiative

*Referring Agent's Name & Email

Name: Amy Wilson

Email: amyw@bluewealthplan.com

Project Blue is bringing the best practices of Fortune 500 Companies to the small business owner. Project Blue was founded on the premise that EVERY business owner should take advantage of every incentive program that they are legally entitled to claim.

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