Alex L Wilkinson
Financial Advisor|RICP®, CLTC®
Professional
My mission as your financial advisor is to help you attain financial security by aligning your current actions and priorities with your long-term financial goals and objectives. With a personalized and comprehensive financial plan, I can help you create a more defined path towards a successful and meaningful retirement.
Building a sense of trust and security is ultimately my goal for each meeting. Continuing education is a priority and I strive to provide accurate and strategic advice that is unique to your financial situation.
Credentials
CLTC®
Certification for Long-Term Care (CLTC®) educates professionals on the impact that a need for care over an extended period of time would have on the emotional, physical, and financial well-being of those the client loves. This designation gives the proper skill set to discuss these consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a solution.
RICP®
The Retirement Income Certified Professional (RICP®) program empowers financial professionals with the knowledge to become experts in today's fast-growing retirement planning market.
This accredited program is tailored for financial professionals seeking to specialize in the retirement income planning field. The skills learned to build sustainable, holistic retirement plans add tremendous value to the client and provide advisors with knowledge to better serve.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Tax-Efficient Strategies
Estate Planning
Personal
I started my career with Northwestern Mutual in 2006 in the internship program and knew early on that I had a passion for helping others. After starting my own family, my role as a Financial Advisor means so much more. It is about the ability to make an impact and provide a sense of security for generations to come. I take into account each family's unique needs to create innovative solutions - ensuring that all of the bases are covered for peace of mind.
Outside of work, I enjoy life with my wife Kristen and son, Nicholas. We spend our time traveling and hanging out with family and friends.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
