Imagining a peaceful retirement??
We can help.
Investments
Investment Style &
Philosophy
We begin with a broad global
trend analysis, backed by the belief that studying
global trends is imperative when allocating
assets. This broad macroeconomic view will include
political and technological trends, with the objective
being to ascertain how these trends impact financial
markets.
After answering the broad questions we will then begin
to take a look at industry analysis. Our macroeconomic
or "big picture" analysis will help us
discover the sectors that we feel have the most
potential for growing earnings and making you money.
Once the sector has been studied, we will then carefully
look at individual companies that show the most
potential for growing our client's money, while reducing
the risk.
To the left
are just a few of the companies we broker for.
Areas We Can Help You In
IRA
Roll-Over/Retirement Planning
You might be
retired or approaching retirement and need to park your
IRA, 401K in an investment engine that has the potential
for solid growth and less risk. As you age your
investment time horizon shortens and most people want
less risk for their retirement dollars. After
careful consideration of you situation we will give you
your original financial plan that will be packed
full of ideas that give your portpolio the potential for
growth while focusing on reducing your exposure to risk.
Mutual Funds
We can represent most mutual fund
companies in the
market and after careful consideration of your financial
situation, goals, and risks tolerances will shop the
entire market to find the funds to fit your unique
needs.
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Request your
Information Now By:
The
smart, easy way to research Mutual Funds.
To receive your free
Mutual Fund, IRA/401K rollover information and
comparison please complete this
simple, secure form below, and then sit back and
relax. We will shop the entire market of companies
to find you the absolute best value! No more
moving from company to company in search of the best
product that fits your needs because we work with all
the major mutual fund companies and have no preference to any
one of them. We'll simply find you the best.
Your customized
analysis includes:
-
A
review of each fund's ratings, past returns, and
risk to reward analysis (Beta).
-
A
thorough, side-by-side comparison of each funds pros
and cons as well and full disclosure of commissions
and expenses.
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Information and prospectus for
American Funds, Fidelity
Investments, Franklin Templeton, etc.
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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 .
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. |
