Comprehensive Financial Plan
Wilkins Wealth Management Group is happy to provide you with a comprehensive financial plan. Please Click here to start your upfront Comprehensive Financial Plan. You may start to upload your information at your convenience or we would be more than happy to upload the data for you in our initial meeting. If you desire not to enter the information online please call or email us at william.wilkins@lpl.com or call 888-428-4483 to set up our initial meeting to receive your complimentary financial interview. Advisory & other fees may apply if you decide to hire Wilkins Wealth Management Group going forward.
Wilkins Wealth Management is a comprehensive financial services firm with the objective of helping you improve your long-term financial success. Our customized strategies are designed with the objective to grow, preserve and conserve your wealth while aiming to provide an unprecedented level of personalized service. We are constantly looking for better ways to manage your financial position so you don't have to spend valuable time away from family, friends and other adventures in life that you would rather be doing vs monitoring your financial plan.
To pursue financial independence we focus on strategies we call The Financial 4.
1) We Build You A Comprehensive Financial Plan.
We start by reviewing your current Tax Planning, Assets, Investments, Debt, Income, Expenses & Previous Tax Exposure
Then we review your contingency plans in the event you experience Unemployment, Disabling Health Events, Home or Property Loss or Death.
Our next step is to review your Financial Goals such as a Home Purchase, Saving for College, Business Succession Planning, How much do I need to save so I can retire etc...
Additionally we look at your Estate Plan wishes via your Wills, Living Wills, Power of Attorney, Trusts etc…along with any Estate Tax Strategies.
Finally, we build your financial plan, upload it to your private financial planning website where we will periodically monitor and make changes if needed over the years we work together.
2) We Help You Pursue Growth & Preservation With 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 aim to show you ways to pursue growth in addition to checking, savings & CD rates, lower your expenses & preserve your investment.
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.
4) We Provide You A Private Secure Financial Planning Website Portal.
How would you like to have a website that tracks all your financials in one location. Ie... you could link all your different balances 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... In addition be able to track your spending habits by category, set budgets alerts and have a automatic daily update of your year by year retirement date projections. Finally, be able to check your risk exposure across all your investments with aggregate asset allocation pie chart details. Well you don't have to wish anymore as Wilkins Wealth Management Group provides you access to the My Financial Butler website as a complimentary addition for being a client. We believe it is the best client financial planning aggregate system in the industry. You need to try it to see for yourself.
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.
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.
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