Financial Health

Nicholle Overcamp, MBA is the financial wellness coach and advisor for the Artemis Center. She believes in the holistic financial planning process and creating customized plans that allow clients to achieve their goals while becoming more financially savvy and empowered.

Services Provided by Wilcox Financial:

Retirement Planning

  • Fee based comprehensive & customized retirement planning
  • Traditional and Roth IRA’s
  • Pension Strategies
  • Wealth accumulation
  • Social Security Navigation

Estate Planning

  • Wealth preservation
  • Proper asset distribution
  • Tax reduction strategies (Estate and Income)
  • Charitable giving and legacy planning

Educational Planning

  • 529 Plans and other funding solutions
  • FASFA assistance & navigation

Investment Portfolio Review & Management

Product Needs (review)

  • Life insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Annuities
  • Mutual Funds, Stocks, Bonds, UIT, ETF

“81% of American’s identify money as a significant source or stress in their lives”- American Psychological Association