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.
Raymond James and its advisors do not offer tax and legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk, and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
