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PHILANTHROPY

Shape an enduring legacy with Wilcox Financial Group.

When a cause holds special meaning for you, fostering its growth and impact becomes a heartfelt mission. At Wilcox Financial Group, we wholeheartedly encourage our clients to embark on philanthropic journeys aligned with their passions and principles. Collaborating closely with you, we strive to magnify the influence of your generosity while seamlessly integrating charitable giving into your comprehensive wealth management strategy.

Choosing the right cause and the ideal approach.

In the realm of philanthropy, numerous paths await exploration—each boasting distinct financial benefits and considerations. Whether you envision a one-time contribution to a cause or aspire to establish a perpetual legacy, we stand ready to guide you. Our approach takes into account both the tax efficiency and charitable impact dimensions, ensuring your philanthropic choices align seamlessly with your broader financial strategy.

ESTABLISHING FOUNDATIONS

STRATEGIC CHARITABLE DONATION PLANNING

IMPLEMENTING CHARITABLE TRUSTS

OPTIMIZING TAX-EFFICIENT GIVING

*Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice.  Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

Contributing to the collective well-being.

Philanthropic guidance stands as a cornerstone service at Wilcox Financial Group—reflecting not only its significance to our clients but also our personal commitment to making a positive impact. Our firm has a rich history of supporting diverse local and national organizations, providing both financial backing and hands-on service to enhance communities.

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