Jeffrey Wilcock

Most people only get one shot at retirement. That's why we help you take the guess work out of the process. Seros360? is a seven part mentoring approach to retirement.

1. Goals

We build a bridge from your idea of retirement to the real thing. What really matters most to you in retirement and understand the steps needed to reach your goals.

2. Risks

Living longer. Rising healthcare costs. Inflation. These are risks everyone faces during retirement. Working together, we can help you identify your risks and plan accordingly.

3. Investments

You need an investment strategy that takes into account your retirement goals, how you view risk, and your timeline for retirement. We take a dynamic money management approach in activley monitoring and adjusting your portfolio.

4. Income

Income is the engine of your retirement. We help you develop a plan so you take the right amount of income in the most tax efficient way possible.

5. Taxes

We help you develop a strategy that balances your tax burden now and throughout retirement.

6. Test Run

Why guess about your retirement? Take a Retirement Test Run. This simulated retirement approach lets you actually experience what it will be like to live on the income you'll have during retirement.

7. Retirement

With lessons from your Retirement Test Run and adjustments to your plan, you are ready to retire with confidence.

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Additional Detailed Disclosures

Jeffrey P. Wilcock is a Registered Representative offering Securities through United Planners Financial Services, Member FINRA, SIPC. Advisory Services offered Through Seros Financial LLC. Seros Financial and United Planners are independent companies.