PLANNING SERVICES PROVIDED THROUGH COX PLANNING SERVICES PLLC
Financial success does not just happen. In today's fast-changing world, it takes plenty of experience to set the best financial goals and make them work. Personal financial planning services offers independent, objective guidance with no product strings or sales commissions attached. No financial products are sold. Planning is performed based upon a previously agreed-upon fee. Therefore, my advice is objective and I recommend a course of action that is based upon your individual strategic goals.
Independent, prudent advice is the cornerstone service of this firm. This advice is offered in the areas that matter most to you: investment planning, risk management, retirement planning, charitable giving, estate planning, business succession, tax strategy, and a whole lot more.
Through planning, assistance is provided to client to manage and increase their wealth. That principle is the judge of the value of the planning services offered.
I am a member of the National Association of Personal Financial Advisors. This is a national organization of planners who work solely for their clients and receive compensation only from the client, not through commissions or other compensation for recommending specific products.
In financial planning, success is not measured by investment performance but rather in meeting life's goals. I assist in the management of the whole client, not a portfolio.