Making the right decisions along life’s journey can be challenging without clearly defined steps you plan to take to reach your goals. You need a plan, or a “blueprint,” to help guide the way. Your plan should be custom-tailored to you – based on your financial situation, your time horizon, your tax bracket, your liquidity needs and your tolerance for risk. And by using a disciplined and comprehensive planning process, you can better integrate your financial decisions with your long-term goals.
At Wilcox Financial/Wilcox Sports Management, we will help you build a strategic financial program designed to help you reach your goals. We work with your other financial advisors, your estate and tax planning professionals, to develop a comprehensive plan that helps meet your needs.