CERTIFIED FINANCIAL PLANNER – CFP®
We look at the big picture, do our own research, and get you to where you want to be!
Certified Plan Fiduciary Advisor – CPFA
We specialize in the design implementation of custom retirement plans!
Certified Divorce Financial Analyst – CDFA™
We assist clients in overcoming a major challenge of divorce by ensuring a fair and equitable financial settlement.
Values-based Financial Planning Services
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Wilkerson & Reynolds is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.Connect With Us
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
One way to find money is to examine your current spending habits and eliminate money wasters.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Are you ready for retirement? Here are five words you should consider.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.