THE FIDUCIARY ADVANTAGE

As an independent registered investment advisor acting as a fiduciary, Wilco receives no commissions, pushes no annuities or other products, and has no hidden agendas. Our only interest is in helping you and your family to understand your investments, along with the tax code and the financial tools that are available to reduce or eliminate certain taxes, to help you increase assets available for retirement and retirement income, to help you set and achieve financial goals, and to help you faithfully steward the wealth that has been entrusted to you.

As a fiduciary, Wilco Financial is required by law to act in the best interest of its clients, which is not the requirement for all financial advisors. Advisors who sell annuities or other commission-based products are held to a standard of "suitability", meaning they can't legally sell a product that is unsuitable, but there is no legal requirement to act in a client's best interests, and the commissions earned by selling these products are generally several times larger than Wilco's annual management fee of 0.85% of AUM per year.