Wilkerson And Reynolds Wealth Management

Welcome to a unique community - a community in which acts of "random kindness" occur on a daily basis, a place where you'll find your favorite beverage being served when you arrive and your birthdays and special occasions fondly noted. 


It's a refreshing experience, and at its center, you'll find Carroll Wilkerson & Jared W. Reynolds, of Wilkerson & Reynolds Wealth Management, who have reached out to their clients in an extraordinary way, and built long lasting friendships.

Jared and Carroll are CERTIFIED FINANCIAL PLANNER™ professionals and Financial Advisors with Waddell & Reed and have 30 years of combined experience in the financial services industry.   They have created their service around personal care and client appreciation. They can help you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors, your family and of course, improving your overall quality of life.

They help organize your assets, implement investment and insurance strategies, and develop your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.

Our website is just an introduction to our friendly staff and full compliment of financial services.  As our name implies, we help pre-retirees and retirees plan financial futures and protect their hard-earned money.  We know you want more financial freedom, more free time for traveling and spending time with family, and more meaning from the years ahead - and we focus our time working and planning to help make it happen!

 Waddell & Reed and Wilkerson & Reynolds Wealth Management are not affiliated companies.
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

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