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Your concept of retirement is as individual as you are. How well you live in retirement depends on sound financial choices and strategies. At Wilkerson Financial, we understand that retirement should be a time to pursue your passions, not worry about money.
Over the last 20 years, Wilkerson Financial has developed and refined a process that has successfully guided our clients to financial independence — on their own terms. Our model of service includes organizing your finances, creating an investment and retirement income strategy based on academic research, minimizing taxes in retirement, paying for long-term health care expenses, handling the loss of a loved one, efficiently leaving assets to your heirs, charitable giving strategies and monitoring your progress to adapt to market and life changes.
Wilkerson Financial was formed in August 2007, when Layne Wilkerson moved his practice back to his hometown of Frankfort after nine years advising clients in Louisville and Chicago.
As Frankfort’s only CERTIFIED FINANCIAL PLANNER™ Professional and Kentucky’s only MPAS® designee, Layne has an obligation to put your interests first, and a commitment to stay on the leading edge of education, technology and industry trends. As an independent firm, we are not beholden to a big-name corporation. Our clients come first.
Is Wilkerson Financial a good fit for you? Simply call our office to learn more. Although we are happy to speak with anyone who seeks our help, our services are ideally suited to those nearing or already in retirement.
Our second opinion service is a great way to confidentially determine if your current plan is meeting your needs. To schedule your initial phone call, contact Amanda at 502-352-2995 or amanda@wilkersonfinancial.com. To learn more visit www.wilkersonfinancial.com
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The opinions in this material are for general information and not intended to provide specific advice or recommendations for any individual.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
