Kelcy Wilcox- Financial Professions

Have you ever had a meeting with a financial professional that was friendly, fun, and full of excitement? My guess is probably not! My name is Kelcy, and I'm out to make your family's planning experience less intimidating and more empowering. I believe YOU should making decisions about your money, and I have the tools to educate you on how to do so. I charge no consultation fees, so clients never feel obligated to move forward with something they don't like or understand simply because they've already invested money towards it. My team and I pride ourselves on putting plans together that are fluid, and decisions are up to the client at all times. I'm exited to show you how! Many professionals enjoy their work, but the passion I have for helping families prepare for their future comes from personal experience. In 2008, my own family lost 40% of everything we had in the market crash. By the time we found out that we were taking too much risk, it was too late. Afterwards, while seeking the education I needed to protect my money in a more efficient way, I ran into many financial firms that wouldn't work with me because I "didn't have enough" to be worth their time. I feel that it is a complete injustice to leave behind people who are looking to educate themselves on their options, so you'll never run into firm minimums when working with me and my team. We believe that whether you're a millionaire or just trying to get by, you deserve to know what's going on with your money. You are the decision maker, and we will always empower you to be just that.