Bill has been recognized as a *5 Star Wealth Manager in Cincinnati Magazine and has been in the Financial Services Industry for over 30 years. Bill has held his Certified Financial Planner Practitioner designation since 1999 and has worked with such financial giants as Fidelity Investments and Merrill Lynch creating comprehensive financial, tax, retirement, investment and estate planning for individuals, families and small business owners with net worths up to 50 Million Dollars.
In 2009 Bill founded his own Independent Wealth Management Company, Wilkins Wealth Management Company LLC utilizing LPL Financial the #1 Independent Broker dealer in the Country as of June 2023 as rated Financial Planning Magazine to custody his client’s assets. Bill felt he could better fulfill this CFP Fiduciary standards to his clients with what he felt was a more comprehensive and non-proprietary product platform in LPL Financial.
Bill’s Family and his wealth management firm have have been implementing many of the Mark Kohler Tax & Asset Protection Planning strategies such as the LLC taxed as an SCORP salary method, Board of Advisor Meetings, COPE LLC’s, Revocable Living Trust Trifecta, Solo 401k, Roth, HSA and many other tax strategies Mark Kohler and the Main Street Tax Advisor program has been bringing to the masses. Disclaimer, these strategies may or may not be suitable for your situation. Please inquire below about a consultation to see if any of these strategies could be suitable for your situation.
Bill’s vision is to completely and utterly strive to help families and businesses pursue planning strategies that seek to enhance their wealth, customer service experience and their legacy for future generations. .
Bill and his wife Susan have been married over 30 years and they have 2 wonderful daughters Lauren (also a Certified Financial Planner Practitioner) and Julia who works for UPS in their Cloud Engineering department. They enjoy hiking, traveling and socializing with friends over a fine wine & craft beer.
If you like you Bill’s passion and vision and would like to inquire about collaborating with Bill please reach out to Bill for a complementary 20 minute interview by texting him at 513-657-0989, Cell Phone 513-641-6307 or email at firstname.lastname@example.org
Bill and his family Thank YOU Tremendously for your trust to help you pursue the life you desire!
*Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016-2017 Five Star Wealth Managers.