Wilcox Financial Group

Posted: 
Thursday, March 22, 2018

Before the start of our monthly membership meeting on March 15th, our guest Speaker Nicholle Overkamp was nice enough to announce a brief synopsis of what services she can personally offer to LU 2199 members through Wilcox Financial group located in Williamsville.

Perhaps you haven’t paused in a while to look at your full financial plan and it’s stressing you out. Maybe, you know you need to plan but don't know where to start. Nicholle can help. Her company keeps it practical and easy. Working together with you and your family, she will help guide you. We, as LU 2199 workers, work too hard to not get what we want and need.

The Wilcox Financial Group is a Financial Consulting firm able to offer comprehensive services to enhance what National Fuel provides or what National Fuel just doesn’t provide to us.

These services and benefits include

  • Life Insurance: Term, Whole Life, Universal Life
  • Disability Insurance- this is individual and meant to add on to any group benefits as a supplement, or standalone. 
    • if three (3) or more members are interested to form a group, a 25% group discount can be applied off the premiums for individual members
  • Long term care insurance – Helps pay for long term care expenses such as at home nursing care, assisted living, and nursing home care. Members should consider getting this as early as being in their mid 40’s
    • If three (3) or more people are interested to form a group, a 10% group discount can be applied off the premiums for individual members
  • Investments – ROTH IRA, Non-Retirement accounts, 529 education savings plans

Fee Based Planning:

  • Financial Planning
  • Retirement Planning

For more information or to schedule an appointment with Wilcox Financial group, contact Nicholle Overkamp at 716-906-3175 or visit their website at www.wilcoxfinancialgroup.com

 

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