​Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy"

Our goal is for you to have the peace of mind that come with retirement income, that is guaranteed to last as long as you do

About Us
Chris Wilkinson | Investment & Insurance Advisor
Chris Wilkinson has been in the investment and Insurance Industry for 17 years, helping clients with long term financial planning strategies. His goal is to help people plan safely for a secure future. 

Chris is an investment advisor representative of Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law.
 
He was born, raised, and currently resides in Salt Lake City Utah. Chris has been married to Lori for 22 years and they have 3 wonderful kids as well as 2 dogs. 
 
His hobbies are Fly Fishing, Golfing, Skiing, Water Sports, and spending time with his family.  Chris spent many years coaching youth sports programs (Baseball, Football, and Basketball)
Our Services
What We Do For Clients
Asset Protection
​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
 
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.          
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.    
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.
Sequence of Returns
Understand why​ the ups and downs of the stock market can have such
​devastating affects on your retirement IF you're drawing income.
We Love To Meet New People!
Contact Us
MAIN OFFICE
2093 E Keller Lane
Salt Lake City, UT 84109
EMAIL
[email protected]
CALL US
(801) 502-3845
(801) 502-3845 |  [email protected]
This communication/Website is for informational purposes only. This is not intended as nor is it an offer, or solicitation of any offer to buy or sell any security, investment or product.
​ © 2020. Wilkinson Financial.

Chris Wilkinson is an investment advisor representaive of Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law. , Form CRS.
Disclosures linked here