Wilkins Wealth Management is a comprehensive financial services firm striving to bring Families, Small Business Owners & Real Estate Investors life changing financial, tax, investment, asset protection and estate planning ideas in order to help you pursue financial freedom. Our customized programs are designed with the objective to grow & preserve your wealth while aiming to provide an unprecedented level of personalized service. We help you manage your investments, retirement, budgeting, estate, debt, tax planning etc... so you can spend more valuable time with family, friends and enjoying the things you like best.
We start by reviewing your Financial Goals such as a Home Purchase, Saving for College, How much money/cash flow do I need in order to retire when I want ...Business Succession Planning, Estate Wishes etc...
Our next step is to review your current Assets, Investments, Debt, Income, Expenses & Tax Planning Strategies
Then we review your contingency plans in the event you experience Unemployment, Disabling Health Events, Home or Property Loss or Death that could impact your financial goals.
Additionally we look at your Estate wishes within your Wills, Living Wills, Power of Attorney, Trusts etc…along with any other Estate Tax Planning Strategies**
Finally, after analyzing all the information you have shared with us, we work with you to build your upfront comprehensive financial plan, bring it to life via your private financial planning website where we will periodically monitor and make changes if needed over the years we work together. Advisory & other fees may apply if you decide to hire Wilkins Wealth Management Group going forward. Click Here To Learn More
2) We Help You Pursue Growth, Preservation & Lower fees.
The fear of another major stock market and economic decline are always in the back of people's minds. Not to mention all the layers of fees and current low interest rates of checking, savings and CD's that can impact your financial position over long periods of time. We show you ways to pursue growth in addition to checking, savings & CD rates, preserve your investments when stock markets are going down while pursuing lower fees. Click Here To Learn More
3) We Help You Pursue Life Time Income.
One of the biggest fears people have when approaching retirement is do I have enough, will I run out of money. We help you build a step by step retirement plan that shows you how to pursue life time income throughout different stages of your retirement. Click Here To Learn More
4) We Provide You A Private Secure Financial Planning website.
How would you like to have a website that tracks all your financials in one location. Ie... you could link all your different balances, asset allocations and historical transactions from Savings, Checking, CD's, IRA's like Fidelity, Schwaab, Vanguard, Scott Trade, Etrade, your 401k & 403b through work, your mortgages, home equity loan, credit cards, auto loans etc...together in one location.
In addition, what if you could track your spending habits by category and set budgets alerts. You can even send us the common places you shop, eat and consumer products you purchase. We will add these items to a data base and attempt to send you notices on ways to save money throughout the year.
What if you could play the What If Game by updating your income, expenses, pensions, liabilities, etc… via the website and generate real time year by year cash flow projections to see how you are pursing your goals such as retirement. These cash flow reports would strive to automatically update daily with your changes in asset values, expenses, income etc...
Moreover, what if you could check your risk exposure across all your investments with aggregate asset allocation pie chart details all from one website.
What if you have access to an encrypted online vault where you can store digital copies of documents such as wills, power of attorney's, trusts, insurance policies, deeds, etc. for easy reference and if needed in an emergency. Upload photos & videos of personal property to have proof for insurance companies in case of loss.
Well you don't have to wish anymore as Wilkins Wealth Management Group provides you access to your own private financial planning website portal as a complimentary addition for being a client. We believe it is the most comprehensive client financial planning aggregation system in the industry and it strives to accomplish everything mentioned above.
We invite you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Please keep in mind there are no guarantees that any of the strategies promoted in this website will be successful, past performance is not indicative of future performance and you could lose money. Click Here To Learn More
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016-2017 Five Star Wealth Managers.
**Wilkins Wealth Management Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Bill Wilkins, President of Wilkins Wealth Management Group, LLC, has over 30 years in the Financial Services Industry. He graduated from the University of Dayton in 1990 with a Bachelor of Science degree in Business Administration and a Major in Finance.
The financial professionals at Wilkins Wealth Management are affiliated with LPL Financial, the # 1 Independent Broker Dealer in the country for the last 27 consecutive years. *As reported by Financial Planning magazine, June 1996-2023, based on total revenue