Alex L Wilkinson, RICP®, CLTC®

Financial Advisor

Professional

My mission as your financial advisor is to help you attain financial security by aligning your economic actions with your core values. Through a collaborative and comprehensive financial plan, I am to create a confident path toward 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.

Education

Degree Major Institution
Bachelor of Science Finance and Economics Northern Illinois University

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2015

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry

 

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