WHO ARE OUR CLIENTS?
BUSINESS OWNERS
As a Business Owner, your business and personal finances are interconnected in ways that offer exciting opportunities as well as daunting challenges. We can help you reap the benefits of planning opportunities only available to you, the Owner, while helping you navigate the challenge of transitioning your business when you want, to whom you want, for the amount of money you want. Led by a combined 50 years of experience between William Haycox - Certified Family Business Specialist - and Eddie Drescher - Certified Exit Planner for business owners – Haycox Financial Group is uniquely qualified to serve you and your business.
INDIVIDUALS & FAMILIES
Nobody plans to fail. The reasons for failure are many and varied. At Haycox Financial Group, we take the time to get to know and understand you; educate you on what is true and what is not; and hold you accountable to take action on what is necessary to reach your financial goals. Using a dynamic and customized financial planning process, your plan is tailored to your unique goals and objectives.
PROFESSIONALS
As a professional, you may find yourself in one or both categories above. Whether you own your Professional practice or work for one, you may qualify for enhanced products and services only available to Professionals – Doctors, Dentists, Architects, and Professional Engineers – to name a few. Whether you are in graduate school, a resident/intern, or a veteran in your Profession; our aim is to arm you with the resources you need to make optimal financial decisions.