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Can You Buy Stock Market Insurance!!?
Bill Wilkins, Certified Financial Planner Practitioner TM of 29 yrs shows you how to Pursue Stock Market Returns With Less Risk!? Is that possible?
If you are interested in complimentary financial planning that strives to help you achieve the life you desire sooner than later, please click this link https://www.rightcapital.com/sign-up?referral=5BQAHbDZtiChIDBrOLmUxw&type=client.
You can also call us at 513-641-6307
After you enter in the basic profile data above we will get in contact with you to discuss a time to meet. We provide up to 30 minutes of complimentary planning.
Financial Planning Services after the first complimentary session are as follows:
1) Do it yourselfers can continue to use our financial and investment planning software for just $15.99 a month, Cancel anytime. See how adjusting your budget monthly, retirement age, social security start dates, downsizing or upsizing your home, private schooling for kids vs not, pool purchase, landscaping, remodeling etc....impacts your long term lifestyle from daily living to taxes to estate planning etc... Track your investments all in one location. Track your bank account and credit card transactions all in one location. After a year of using the software we do provide an additional 30 minutes of consultation. This does not include asset management or specific investment recommendations.
2) Hourly Consulting Fee beyond upfront complimentary planning. Minimum $200 for a half hour, $100 for each 15 minutes after that (Includes use of our software for 12 months.) This involves no money management.
3) Full Discretionary Asset Management, Financial Planning engagement. Fee is based on asset size. We do everything for you, includes build and monitor your financial plan, investment planning, recommendations and discretionary management, research, meetings with your CPA, Attorney, family, trading, access to our software, money movement back and forth to your bank when needed, beneficiary updates, provide necessary tax reporting forms and more etc.... Fees are based on asset size under management with an overall minimum of $500 per year.
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Standard & Poors/Dow Jones References to index reports are sourced from the link below. https://urldefense.com/v3/__https://www.spindices.com/spiva/*/reports/regions__;Iw!!Cz2fjcuE!z8AXD28-PQ_Xr3q4LiseOdIID0XvDdtT0YwkanPK-1S6tcGGYsmC_t3_Zhni_NYc-mM$
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 inacurate, 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!
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