WILKERSON FINANCIAL

Wilkerson Financial has developed and refined a process. We care about our client's financial security and seek to develop a lifelong partnership to ensure our plan is successful. We believe in relationships, not transactions... At Wilkerson Financial, we understand that having wealth gives you freedom to pursue your passions, not worry about money. Over the last 20 years, Wilkerson Financial has developed and refined a process that has guided our clients- so that they can focus on the things they enjoy most... First, we seek to understand your goals and determine how you should be invested. Next, we create a customized investment strategy based on your unique circumstances. Once a strategy is in place we monitor and continuously communicate any portfolio updates, performance, and progress towards your specific household goals. As a client of Wilkerson Financial, you will also have guidance from a CERTIFIED FINANCIAL PLANNER Professional, who will help address any other financial..

Primary location: Frankfort United States