Fox Wealth Management Group

Fox Wealth Management Group

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We are a full service financial firm designed with you in mind.

We provide a personalized and disciplined approach to helping our clients reach their financial goals and gain financial confidence for their future.

Should I Buy or Lease an Auto? 06/23/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Should I Buy or Lease an Auto? Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Who Is Your Trusted Contact? 06/20/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible.

Find That Lost Retirement Account 06/18/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

Find That Lost Retirement Account With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Long-Term-Care Needs 06/16/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Long-Term-Care Needs Estimate potential long-term care costs and what coverage may help address them.

The Week Ahead | Cetera 06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Timing Your Retirement 06/13/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk.

New Retirement Contribution Limits for 2026 06/11/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

New Retirement Contribution Limits for 2026 A look at the new retirement contribution limits from the IRS.

Making Sense Of A Home Warranty 06/09/2026

A home warranty may make sense, but you need to set proper expectations.

Making Sense Of A Home Warranty Understanding the value of a home warranty.

Retire Wise | June 2026 06/09/2026

Read the latest issue of Retire Wise here:

Retire Wise | June 2026 Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

The Week Ahead | Cetera 06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

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11161 Trinity Boulevard
Trinity, FL
34655

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm