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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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