We Help Preserve Your Wealth
WE STRIVE TO HELP YOU MITIGATE LOSSES BY CONDUCTING RISK MANAGEMENT ASSESSMENTS IN:
Disability, Long Term Care and Life Insurance
ESTATE PLANNING
Wills, Living Wills, Trusts*, Durable Power of Attorney, HIPAA Forms, Gift Planning and Potential Estate Tax Reduction
DEBT MANAGEMENT GOALS
We can help you determine if there is a more effective way to manage personal or business debt.
TAX REDUCTION STRATEGIES
Concentrated Stock Planning, 401k planning, Potentially Harvesting Losses and Managing Deductions
IN CASE OF EMERGENCY
In the event of unforeseen personal emergencies such as unemployement, medical issues, a natural disaster etc... consider putting together a self sufficient plan such as:
- 3-24 months of liquid cash in bank and or some in a safe at home
- Communication and Power Alternatives
- Back up food and water
- Non Gasoline Powered Transportation
- Security Measures
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. However, Wilkins Wealth Management & LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.