Thom Wilkinson, ChFC®, RICP®, AEP®, CLU®, CASL®
Wealth Management Advisor


Wilkinson Financial

Our Mission

"Our mission is to achieve financial security for our clients through a thorough planning process while creating life-long relationships and providing unprecedented service."



A Message from Thom Wilkinson, ChFC®, RICP®, AEP®, CLU®, CASL®

Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than just determine a planning solution; I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.



Planning for Financial Security

We take both a defensive and offensive approach to help you achieve financial security. It all starts with a solid foundation to help protect against unexpected risk, steps to accumulate wealth, and strategies to turn your assets into predictable income in retirement and leave a legacy. 

With access to a wide range of financial planning expertise, we are uniquely equipped to help you turn your challenges into rewards and achieve the future you envision.  Take a few minutes and watch this short video to learn about Northwestern Mutual's comprehensive approach to personalized financial planning and how doing so can help you achieve the future you envision.



The Significance of Long Term Care Planning

After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it's important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need.

Long-term care planning addresses services provided to individuals suffering from a chronic illness, disabling condition or cognitive impairment. These services are generally needed for an extended period of time and may not "cure" or "heal" the patient. They focus on helping the individual with routine activities such as bathing, dressing and eating.

One in five Americans is currently providing long-term care to a loved one (Northwestern Mutual Long-Term Caregiving Study, October 2013). As a long term care Specialist, Thom Wilkinson can help you find the best way to plan in advance for this type of care.  Watch this short video that highlights the importance of this type of care.



Our Team

We firmly believe that the process our team follows sets us apart.  Together, we stand committed to providing the best customer service possible.

 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck