Don Wilkinson: Offering Retirement Planning Services

Don F. Wilkinson has had over three decades in the financial services industry industry.

After these many years in the business, he has concluded that the future of the business is assisting pre and newly established retirees to better position their assets to meet an ever-demanding, topy turvy marketplace and making sure their wealth extends to the end of their natural life.

Don's expertise comes from the asset management side of the financial industry where in the institutional money management area Don has supervised over $800 millions in managed accounts.

He is bringing this knowledge to retirees of what he knows they really want in their asset management area. In short, retirees don't wish to outlive their' money.

In addition to Don's experience and ability to prepare a income planning package for retiree clients, Don has the resources to provide easy access to outsourcing in any of the areas of retirement services as needed. He works on a hourly or a retainer basis based on the scope of consulting services..

After meeting with the retiree and his or her family, he will personally evaluate and give specific recommendations with time lines and implementation for a complete retirement planning program. . His end goal is to help the retiree prepare for his retirement in an organized process offering worthwhile solutions that will provide a comfortable retirement.

About the Company:

Our company offers a broad spectrum of information especially geared to the needs and interests of retirees.

Although, the main thrust of our initial relationship is to get your assets in a wealth producing situation providing you a retirement comfort zone during the wealth "distribution" process (minimum distribution planning, retiree income stream, qualified plan distribution--401(k), 403(k),Simple Plans, SEPS, Solo 401(k) and more.
Then, as you direct, we will examine key elements of your retirement goals that are issues with you: Social Security, Medicare, life, disability and long term care insurance, estate planning, education savings accounts, tax credits, IRA/Roth succession planning, and more.

About our Client Relationship:

As we mentioned earlier in our prime web pages, there's only four steps you must take to get on top of your plan for your retirement:
Plan for your assets to last as long as you do
Know the retirement risks and take steps to neutralize them
Take care of your family in life or death
Take action now, build your retirement plan and use it as your guide before and during retirement.

Follow this guidance and you are on your way to living happy productive years in retirement--very possibly the most rewarding time of your life. We are here to help you make it that way. Call upon us soon to make it happen!