Comprehensive Planning For Individuals

Comprehensive Planning for Individuals

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.