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Our Process

Our decades of financial planning experience have proven just how powerful a custom plan can be. Reaching your long-term objectives hinges on having a clear strategy that fits your unique circumstances and evolves over time.


The Cox Financial team will be with you every step of the way! We want you to feel comfortable as we navigate these complex financial decisions together.


In fact, we’ve designed a planning process that’s so easy, it feels like a breath of fresh AIR.


     Analyze your current financial situation and discuss your needs and goals.

     Implement custom strategies that will help you achieve your dreams.

     Review your plan regularly and make necessary adjustments along the way.


We also will make sure your custom financial plan covers these six areas:

May be a graphic of text that says 'RETIREMENT & INCOME PLANNING SOCIAL SECURITY OPTIMIZATION INVESTMENT MANAGEMENT TAX-REDUCTION STRATEGIES ESTATE PLANNING RISK MANAGEMENT & PROTECTION (INSURANCE)'