Wilkinson Financial
Thom Wilkinson
Wealth Management Advisor|ChFC®, RICP®, AEP®, CLU®, CASL®
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.
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.
Our team is award winning
Thom Wilkinson has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
| Forbes Best-in-State Top Financial Security Professionals list (July 2024), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. |
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4