WHO ARE OUR CLIENTS?
BUSINESS OWNERS
As a business owner, your business and personal finances are linked in ways that create both opportunities and challenges. You can benefit from planning strategies available only to owners, and you also face decisions about how and when to transition your business.
Haycox Financial Group supports you in evaluating these options and preparing for a future transition that fits your goals. William Haycox (Certified Family Business Specialist - and Eddie Drescher (Certified Exit Planner) bring 50 years of combined experience working with business owners.
INDIVIDUALS & FAMILIES
Most people do not intend for their financial plans to fall short. The causes vary. At Haycox Financial Group, we take time to understand your situation, provide clear information, and help you follow through on the actions required to meet your financial goals. We use a dynamic and customized planning process that aligns your plan with your goals and objectives.
PROFESSIONALS
As a professional, you may fall into one or both categories above. Whether you own your practice or work within one, you may qualify for certain products or services designed for fields such as medicine, dentistry, architecture, and engineering. Whether you are in graduate school, a resident or intern, or an experienced professional, our goal is to provide information and resources that support sound financial decisions.