Derek Wilkerson – Senior Estate Advisor

Derek Wilkerson

My name is Derek Wilkerson, and I’d like to personally thank you for visiting the Legacy Estate Partners website!

A little background on myself:

I grew up in Adel, Iowa and graduated from ISU College of Agriculture. In 2010, I entered the professional world as a consultant, land specialist, and real estate agent. Since then, I have been traveling and working with people all across Iowa. I became and Estate Advisor with Legacy Estate Partners in 2014, and I consider it an honor to work alongside the professionals we have on our team and amongst our partners. Whatever your needs are in life, we can help!

A primary focus in our business is working with retirees and the elder generations, which is extremely rewarding. Unfortunately, many of the values I’ve learned from the older generations are harder to recognize in society today. Fortunately, there is always hope! It just takes a little time to navigate through the weeds, and nobody should try to do it alone! That’s my job, to help clients navigate the complexities that surface as we age in today’s world.

As an Estate Advisor, I focus on working with clients to recognize and maximize the opportunities available to them and their families, ESPECIALLY as they enter into and navigate retirement. There is little margin for error in these incredibly important stages of life.

I respect my clients and I listen to my clients. I believe in keeping it honest and working hard for my clients. I hope you’ll allow me the opportunity to evaluate your situation and offer some helpful suggestions and solutions. It doesn’t matter how much money you have; everyone’s situation is different. My goal is to find peace of mind, and that’s priceless!

 

Comments are closed