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Profile of
Don Wilkinson

buttonThirty-four years experience in the Wealth Management Industry

buttonExpertise in institution money management and retirement planning

buttonFinancial author: Current book endorsed by Forbes Magazine)

buttonAdvice columnist on top web sites, print media outlets and TV/radio financial talk shows

buttonPopular speaker at wealth management conferences on a regional and national basis

buttonPersonally has condusted over 300 client/advisor meeting on retirement management principles

buttonRaised and supervised over $800 million in institutional money management

Don's present book: Stop Wasting Your Wealth in Mutual Funds...Separately Managed Accounts--The Smart Alternative is available from Don's office or on Amazon.com

book

COMING: "Rolling Over in Tough Times"

webinar

Sign up now for Don Wilkinson's monthly webinar to discuss live all aspects of retirement. Let us know your interest by signing in below and we will send you the appropriate date and times. Be prepared to ask Don during the Webinar some of your retirement concerns:


 

Don Wilkinson: Offering Retirement Planning Services

don photoDon 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 round tableof 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:

coupleAs 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:
buttonPlan for your assets to last as long as you do
buttonKnow the retirement risks and take steps to neutralize them
buttonTake care of your family in life or death
buttonTake 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!