Our Services

 

The financial management process at Wilcox Tax and Financial Advisors, LLC begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives, we will focus on your specific goals.



With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you are confident in your financial decisions.



Some of the services we offer:

1. Investment planning

2. Retirement planning

3. Revocable living trusts

4. Estate conservation

5. Risk management (insurance)

6. Charitable giving

7. College Funding

8. Tax management for financial clients only  (See wilcoxtax.com for more detail tax information.)

 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck