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Disclaimer
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This site is owned and operated by the WFS.
This is an educational ONLY web site and
does not accept commercials or
advertisements. This site DOES NOT provide
any legal, accounting, insurance, investment
or tax advice and is not intended to be
construed as such. The information shared
herein is general in nature and intended for
educational purposes only. EVERYONE is
encouraged to seek their own council
before implementing any related ideas.
The guidelines as they pertain to qualified
plan/IRA rollovers and retirement strategies
in general are incredibly complex. This is a
generic web site with general educational
information. The rules and tax regulations
change frequently and very possibly may not
be updated by this or most any other web
site.
Before investing,
consider the fund's investment objectives, risks, charges
and expenses. Contact you financial professional for a
prospectus containing this information. Remember investing
in securities involves risk and you may lose value in them.
Final account balances for IRA's are prior to any distributions,
and taxes may be due upon distribution. You may be subject
to a 10% penalty if you withdraw prior to age 591/2.
Investing in this manner does not ensure a profit or
guarantee against loss.
Securities
and Investments are not FDIC-insured, nor
are they deposits of or guaranteed by a bank
or any other entity. Securities and
Investments may lose value. Past
performance of securities does not guarantee
future results in any way.
YOU ARE ENCOURAGED TO SEEK
THE ADVICE OF LICENSED PROFESSIONALS IN YOUR
STATE OF RESIDENCE.
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Wilkins
Financial
Solutions
and its
representatives
are in
compliance
with
current
registration
and/or
filing
notice
requirements
imposed
upon
Georgia
State
Registered
Investment
Advisors.
The firm
will not
solicit
or
accept
business
in any
state in
which it
is not
properly
registered
or
otherwise
qualified
to
conduct
business
by
virtue
of a
state
"de
minimus"
exemption.
Wilkins
Financial
Solutions'
web site
is
limited
to the
dissemination
of
general
information
pertaining
to its
investment
advisory
and
financial
planning
services.
Accordingly,
Wilkins
Financial
Solutions'
web site
on the
Internet
should
not be
construed
by any
consumer
and/or
prospective
client
as
Wilkins
Financial
Solutions
solicitation
to
effect,
or
attempt
to
effect
transactions
in
securities,
or the
rendering
of
personalized
investment
advice
for
compensation,
over the
Internet.
Wilkins
Financial
Solutions
does not
render
or offer
to
render
personalized
investment
advice
or
financial
planning
advice
through
the
firm’s
website.
Wilkins
Financial
Solutions
services
are
provided
only
upon the
commencement
and
within
the
context
of
contractual
agreements
with
each
client.
Any
subsequent,
direct
communication
by
Wilkins
Financial
Solutions
with a
prospective
client
shall be
conducted
by a
representative
that is
either
registered
or
qualifies
for an
exemption
or
exclusion
from
registration
in the
state
where
the
prospective
client
resides.
Wilkins
Financial
Solutions
uses
reasonable
efforts
to
obtain
information
from
sources
which it
believes
to be
reliable;
however,
Wilkins
Financial
Solutions
makes no
representation
that the
information
or
opinions
contained
on the
Wilkins
Financial
Solutions
website
are
accurate,
reliable
or
complete.
The
information
and
opinions
contained
in
theWilkins
Financial
Solutions
website
are
provided
by
Wilkins
Financial
Solutions
for
personal
use and
informational
purposes
only and
are
subject
to
change
without
notice.
The
Wilkins
Financial
Solutions
site
contains
live
'links'
to other
Internet
addresses.
These
links
include
information
developed,
published,
maintained,
or
otherwise
posted
by
entities
entirely
separate
from and
unrelated
to
Wilkins
Financial
Solutions
.
Wilkins
Financial
Solutions
does not
sanction,
approve,
control,
attest
to the
veracity
of, or
endorse
these
external
Internet
addresses.
It
neither
warranties
nor
assumes
responsibility
for the
truthfulness,
fullness,
value,
or
timeliness,
of
content
found at
these
sites.
Use of
any
information
obtained
from
these
independent
locations
is
voluntary,
and
reliance
on it
should
only be
undertaken
after an
independent
review
of its
accuracy,
completeness,
efficacy,
and
timeliness.
Reference
therein
to any
specific
commercial
product,
process,
or
service
by trade
name,
trademark,
service
mark,
manufacturer,
or
otherwise
does not
constitute
or imply
endorsement,
recommendation,
or
favoring
by
Wilkins
Financial
Solutions
.
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