If you are seeking unbiased financial advice -- without account minimums or conflicts of interest -- you have come to the right place.
Today, more than ever, consumers need trusted advice they can count on. The unstable economy and so many financial choices can be overwhelming - almost to the point of inaction. Now...you have an advocate. Someone who is on YOUR side and who understands what YOU need. Because we work by the hour or with a customized package , we can give you the advice you need - pressure free!
If you want advice, but perhaps not just investment advice, or if you want an objective perspective on budgeting or paying down debt, you've come to the right place. We also specialize in divorce financial planning, retirement planning, and tax planning and preparation.
How We Work
Cox Financial Services, LLC is a Fee-Only financial planning and Registered Investment Advisory firm headquartered in Westport, CT. We specialize in providing hourly, as-needed financial planning advice and investment management to individuals and families for every day life. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.
First, we talk. We get to know each other and lay out a foundation to move forward. I will ask you what your goals are, your attitudes about money, your life stage, financial obligations, and more.
After your initial consultation, we will recommend a suitable plan to help you to reach your goals. We offer several easy to proceed ways to help you get on track - fast.
Then, we get going. In most cases, We can complete our work with you in just a couple of weeks. You get a written analysis of your current situation along with a recommended roadmap how to get to where you want to be.
In these troubled economic times, you need advice - not sales pressure. We can help. Contact us today to see how easy it is to get started.
Click here for a copy of our ADV Part II and Schedule F.
Learn More Through our Blog: Our Money, Ourselves
Eight Steps to Financial Success