We are dedicated to providing investment management and strategic wealth planning that is suitable for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
A strong planning process can be an effective way to create a more financially independent plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
"We take a "hands on" approach to financial guidance. We believe, not only will you find Wexford Financial Strategies knowledgeable, but you will also discover that we are invested in making your needs, wants and wishes a reality. Our unique client experience has been designed with a goal to keep you focused on where you want to go, advise you on how to get there, and we continually remind you the importance of self discipline. Unlike most financial advisors, we have no ties to any one insurance or investment company and we are not incentivized to sell financial products. This absolute independence affords us the ability to do what is truly in the best interest of our clients."
Scott B. Zuckerman, ChFC, CLU, CFS, ChSNC - President & CEO
Knowing why you own certain financial products is paramount. It is our priority to learn about your goals and help you pursue them.
In the book, Scott sets out to change the narrative of impending financial disaster that many Americans face. He does this by providing advice from his professional experience and by including numerous worksheets to help readers take action.
In Don’t Be a Financial Disaster, Scott likens the average American’s lack of process in financial planning to “developing a financial junk drawer” where financial records are only pulled for occasional use such as doing yearly taxes. Instead, Mr. Zuckerman advises that people actively work toward building wealth by following a financial planning approach that utilizes five main components which he details in the book.
Overall, Don’t Be a Financial Disaster is a financial planning book written “for everyone” and is intended to motivate and educate.
