5999 Summerside Drive
Mr. Wilkerson, an executive with a large local corporation, is growing his net worth while being faced with a baffling range of compensation plans from his employer. In planning for his family’s long-term financial needs, he and his wife face many complex questions:
At the same time, his wife would like a new, bigger house to meet their growing family and social needs. Mr. Wilkerson senses that he is at a tipping point in financial planning. He believes that if good decisions are made now, he will be able to set the course for a favorable financial outlook for the lifecycle of his family.