Disclosure for Wilkinson Financial Group LLC
Wilkinson Financial Group LLC is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
1. General Disclosure
Wilkinson Financial Group LLC is not an investment firm. We do not offer traditional investment products or services. Our primary focus is on providing personalized financial planning and advisory services, as well as insurance products, tailored to meet your unique needs and goals.
2. Important Information for Clients
Product Suitability: Our services and products are designed to align with your financial goals and risk profile. We perform a suitability analysis to ensure that the solutions we offer are appropriate for your specific situation.
3. NAIC Disclosure
Insurance Services
- Insurance products are offered through Wilkinson Financial Group LLC, which is licensed to sell insurance in the states where we do business. We adhere to the regulations and standards set forth by the National Association of Insurance Commissioners (NAIC).
- Insurance Licensing: Wilkinson Financial Group LLC is fully licensed and complies with all state insurance laws and regulations. Our insurance professionals are committed to acting in your best interest and providing you with clear, accurate information about the insurance products we offer.
- Disclosure of Fees and Commissions: We receive commissions from insurance carriers for the sale of insurance products. The amount of commission varies depending on the product and carrier. We disclose all fees and commissions associated with our insurance products in accordance with NAIC regulations.
4. Consumer Protections
- Transparency and Disclosure: We provide full transparency in our dealings with clients, including disclosing any potential conflicts of interest. We ensure that you have all the information you need to make informed decisions about your insurance and financial needs.
- Consumer Assistance: If you have any questions or concerns about your insurance policies, you can contact your state's insurance department for assistance. More information about consumer protections and resources is available on the NAIC website at [NAIC's website](https://www.naic.org).
5. Contact Information
If you have any questions about this disclosure or our services, please contact us at:
**Wilkinson Financial Group LLC**
Email: Aubrey.WilkinsonFG@gmail.com
Phone: (860) 941-0710
This disclosure is designed to comply with applicable regulations. By engaging with Wilkinson Financial Group LLC, you acknowledge that you have read and understand the information provided in this disclosure.
