Our goal is to align your assets with your aspirations. Alignment means putting things in their proper place. The proper place for your assets is determined by your objectives, goals, and the economic environments you will need to navigate. If things are properly aligned there is no limit to the possibilities for your options during retirement.
Our approach of alignment is inspired by the story of Wilma Rudolph. When my mother, Delois Jackson Wilkinson, was a young physical therapist just out of Northwestern University, she set up the Physical Therapy Department at Meharry Medical College. This was the first time the Black Community had access to this kind of care.
Our approach of alignment is inspired by the story of Wilma Rudolph. When my mother, Delois Jackson Wilkinson, was a young physical therapist just out of Northwestern University, she set up the Physical Therapy Department at Meharry Medical College. This was the first time the Black Community had access to this kind of care.
Services
Our office is located at 300 Frank H. Ogawa Plaza, Suite 252, on the 2nd floor of the Rotunda Building, between 14th and 15th Streets at Clay Street. Take 101 South towards San Francisco; merge onto I-580 East exit towards Oakland/Richmond Bridge. Continue on I-80 West/I-580 East. Continue on I-580 East towards Alameda/Downtown Oakland/Hayward/San Jose/Stockton.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Reviews (1)
Sherri M.
Oct 29, 2015
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I have worked with Mr. Wilkinson for several years and he has given me such great advice about managing my business from a financial standpoint. I am a small business owner and opened my business 8 years ago. I went to Mr. Wilkinson for financial advice before I opened and I regularly work with him for financial planning and ways to grow my business. I highly recommend him.
