How to Insure Your Stock, Stock Fund Portfolios

Bill Wilkins, Certified Financial Planner Practitioner TM of 29 years discusses a Deep Dive on Tariffs and ways to Manage Your Portfolio Around It.

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Bill has been recognized as a *5 Star Wealth Manager in Cincinnati Magazine. For over 26 years he has been utilizing his Certified Financial Planner Practitioner & Tax Planning background to help business owners, real estate investors, and families with up to 50-million-dollar net worth's pursue financial freedom by creating comprehensive financial, tax, retirement, investment, and estate planning strategies.

Bill founded Wilkins Wealth Management Group LLC in 2009 after working for such giants as Fidelity Investments and Merrill Lynch. Bill felt he could better fulfill his Certified Financial Planning Fiduciary standards to their clients by utilizing what he felt was a more comprehensive and non-proprietary product platform in LPL Financial. LPL Financial is the #1 Independent Broker dealer in the Country as of June 2023 as rated by Financial Planning Magazine.

Bill and his wife Susan have been married for over 30 years and they have 2 wonderful daughters Lauren (also a Certified Financial Planner Practitioner) and Julia who works for UPS in their Cloud Engineering department. We enjoy hiking, traveling, and socializing with friends over a fine wine & craft beer.

If you would like to see money-saving ideas that you may have never been shown before, please reach out to me for a complimentary 20-minute interview by texting me at 513-657-0989, calling me at 513-641-6307, or email me at [email protected] Or click the contact link below: https://www.mywealthplanninggroup.com/contact

*Five Star Wealth Manager 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.

*According to recent 2024 T3 Advisor Software surveys, RightCapital consistently ranks as the top financial planning software, often receiving the highest user ratings compared to other options like eMoney and Money Guide Pro, indicating a strong position in the market with high user satisfaction

Thank you so much for watching, We truly hope this video had information that will help you or someone you know pursue the life you desire sooner than later.

Huge Shout Out and Credit to www.VisualCapitalist.com for allowing us to use their charts, website in our videos. See links here: https://www.visualcapitalist.com/100-trillion-global-economy/

Standard & Poor's/Dow Jones References to index reports are sourced from the link below. https://urldefense.com/v3/__https://www.spindices.com/spiva/*/reports/regions__;Iw!!Cz2fjcuE!z8AXD28-PQ_Xr3q4LiseOdIID0XvDdtT0YwkanPK-1S6tcGGYsmC_t3_Zhni_NYc-mM$

The content in any of Wilkins Wealth Management Group's Videos should not be construed as tax, legal, insurance, engineering, construction, health & safety, electrical, construction, financial advice or other and may be outdated or inaccurate, it is your responsibility to verify all information to practice all safety precautions, consult your attorney, your CPA, financial advisor etc... before acting on any information in this video. Please see important disclosures at the end of each video as well. Thank you!