There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our services include:

 

Investment Planning

At Wexford Wealth Advisors, we believe our client portfolios should be managed to meet the goals of the investor. We achieve positive long-term results for our clients because of our focus on understanding the big picture and providing true solutions. This focus on solutions rather than products has allowed us to build strong, long-standing relationships with our clients and partners.
 

Financial Planning

Financial planning is a four step process. First, the interview is where we gather your financial information and learn about your goals and dreams. Secondly, we take that information and build a customized plan tailored to your goals and dreams. Thirdly, we implement the plan which could be by either using our investment strategies or yours, whichever you prefer. Finally we determine how often we will review the plan to ensure that you are staying on track to meet your goals and live out your dreams.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
 

Life Insurance

Life and disability insurance are an essential part of financial planning at all stages of life. Let us perform a comprehensive needs analysis to determine what type of insurance and how much you need.
 

Planning for Business Owners

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.

Ready to see how a customized financial plan can help bring you closer to your goals?

Schedule a Meeting