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
    • Ameritas
  • Investment Resources
    • Calculators
    • Featured News

Featured News

Michael Wilcox | Apr 4, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Read More
Michael Wilcox | Mar 28, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
Read More
Michael Wilcox | Mar 21, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Michael Wilcox | Mar 14, 2022

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Read More
Michael Wilcox | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Michael Wilcox | Feb 28, 2022

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
Read More
Michael Wilcox | Feb 21, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
Read More
Michael Wilcox | Feb 14, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More
Michael Wilcox | Jan 31, 2022

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Read More
Michael Wilcox | Jan 24, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Michael Wilcox | Jan 17, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
Read More
Michael Wilcox | Jan 10, 2022

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Current page 5
  • Page 6
  • Page 7
  • Next page Next ›
  • Last page Last »

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

© 2023 Wilcox Financial / Wilcox Sports Management All rights reserved.