Skip to main content
menu
  • Home
  • Our Services
    • Our Mission
    • Our Philosophy
    • Comprehensive Planning For Individuals
    • Planning For Businesses
  • Who We Are
    • Advisors
    • Our Team
  • Client Login
    • WealthScape Login
    • Wealth Management System Login
    • TD Ameritrade
    • Fidelity
    • Schwab
  • Investment Resources
    • Calculators
    • Featured News

Featured News

Michael Wilcox | Nov 15, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
Read More
Michael Wilcox | Nov 8, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Read More
Michael Wilcox | Nov 1, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
Read More
Michael Wilcox | Oct 25, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Read More
Michael Wilcox | Oct 18, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Read More
Michael Wilcox | Oct 11, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
default blog image
Wilcox Financial | Mar 18, 2020

Navigating a Financial Crisis

Finance

During a crisis, you need answers, and your financial professional knows this. It is a scramble to find the right information, and sometimes you do not even

Read More
Wilcox Financial | Mar 18, 2020

What are Employee Stock Options, and why should I care?

Finance

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this

Read More
Wilcox Financial | Mar 18, 2020

The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Investments

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can

Read More
Wilcox Financial | Mar 18, 2020

What are the benefits of Diversifying my Investments?

Investments

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the

Read More
Wilcox Financial | Mar 18, 2020

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Finance

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Current page 3

Office

3400 Executive Parkway
Suite 200
Toledo OH 43606

Contact Info

P: 419-537-9407
F: 419-535-6094
E: info@wilcoxfinancial.com

Get in Touch

*Representatives offer products and services using the following business names: Wilcox Financial and Wilcox Sports Management– insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Wilcox Financial and Wilcox Sports Management–  or any other entity mentioned herein. Michael Wilcox, Jarrod Hirschfeld, Peter Winovich, and Benjamin Wilcox may also offer financial planning services through Wilcox Financial. 

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Please read our regulatory advisory.

Check the background of Ameritas Investment Company, LLC. or this investment professional on FINRA’s BrokerCheck

© 2022 Wilcox Financial / Wilcox Sports Management All rights reserved.