Frequently Asked Questions
Answer: Very few CPAs, insurance professionals and wealth managers are strategists. Most are either product salespeople or administrators who don’t provide forward thinking but are merely reactive professiona
Answer: Ken Wilkinson is your first team contact, after Jeffrey. If anything happens, you will be promptly notified and your planning will continue without interruption.
Answer: Jeffrey currently collaborates with fifteen team associates including four senior team members who are well versed in the strategies we use with our active clients. However, Jeffrey has no plans for retirement and intends to spend his later years continuing to serve our businesses.