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Sophisticated financial strategies for high net worth households and high income earners.

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


Learn More  

Pursuing Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


Learn More  

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.


Learn More  

Managing Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


Learn More  

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.


Learn More 

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

 

 

About Us

Wilkerson Financial has developed and refined a process.  We care about our client’s financial security and seek to develop a lifelong partnership to ensure our plan is successful.  We believe in relationships, not transactions.

 

 

 

Our Philosophy

At Wilkerson Financial, we understand that having wealth gives you freedom to pursue your passions, not worry about money.  Over the last 20 years, Wilkerson Financial has developed and refined a process that has  guided our clients- so that they can focus on the things they enjoy most.

 

 

 

Our Process

First, we seek to understand your goals and determine how you should be invested.  Next, we create a customized investment strategy based on your unique circumstances.  Once a strategy is in place we monitor and continuously communicate any portfolio updates, performance, and progress towards your specific household goals.  As a client of Wilkerson Financial, you will also have guidance from a CERTIFIED FINANCIAL PLANNER Professional, who will help address any other financial planning issues, such as tax planning, insurance, cash flow and estate planning.

How can we help you?


Contact Us

 

502-352-2995

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investment Management

  • For those interested in minimizing losses, we manage investments with a risk management overlay in an effort to lessen equity exposure in times of stock market volatility. The less your account drops, the quicker you can recover.
  • For those interested in long-term growth, we offer custom designed portfolio focused on momentum investing to take advantage of long-term market trends.
  • We also offer sustainable and socially responsible focused portfolios that incorporate environmental, social, and governance (ESG) factors.*

*The return may be lower than if the adviser made decisions based solely on investment considerations.

 

High Net Worth Strategies

  • Cash balance defined benefit plans for high earners. Potential tax deductions.
  • Sophisticated strategies for those with a net worth of at least $5 million
  • 401(k)/IRA exit strategies. Unwind your tax obligations at a potentially lower rate.
  • Capital gains deferral strategies. Possibly defer forever.
  • Charitable giving strategies. Give more and potentially save on taxes.
  • Life insurance strategies using premium financing. Possibly less out of pocket premium for larger policies.
  • Asset protection strategies
 

Tax Minimization Strategies

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.

 

Retirement Income Strategies

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Charitable Giving Strategies

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Home

Download our investor guide

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone

502-352-2995

Email

amanda@wilkersonfinancial.com

 

 

Kentucky

307 Washington Street
Frankfort, Kentucky
40601 United States

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307 Washington Street, Frankfort, Kentucky 40601

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Kentucky

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