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"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 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 indepdendence 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
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals,
The novel coronavirus (COVID-19)'s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.
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.
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