We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
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.
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.
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.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
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.