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Plan | Trust | Prosper

Our advisors are dedicated to achieving your financial goals

Our mission is to provide a refreshing alternative to the financial planning experience. With over 60 years of combined experience, the team has helped many clients accomplish their financial objectives by providing them with three key tools:

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment* and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and helps them to meet both short- and long-term objectives. On our website, you will find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You will also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing. For help with your financial management, or for more information on Pilkington Financial, please contact us today.


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With You in Mind

Without any conflicts of interest we put your needs first.

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