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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 unforseen 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.