Elizabeth Cox

MA,CDFA™
CERTIFIED FINANCIAL PLANNER™

“Plan for your future because that’s where you’re going to spend the rest of your life.”
- Mark Twain

Services

At Cox Financial Services, we provide fee-only financial and tax planning advice for everyday life. We also specialize in divorce financial planning and financial mediation. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Cox Financial Services can help you every step of the way.

Our Mission is Simple:

We provide timely, unbiased advice for everyday life. Through the advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial decisions possible.

Options

Financial Planning Services and Hourly Coaching

Investment Advisory Services

Divorce Financial Services and Financial Mediation

Income Tax Advice and Preparation

All written content on this site is for information purposes only. Cox Financial Services, LLC is a Registered Investment Advisor providing fee-only investment advice and guidance, and full-service financial planning. The firm is registered with the State of Connecticut Department of Banking. Our place of business is 3 Sylvan Road South, Westport CT 06880. The information ain this web site is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publishers, and host are not providing legal, accounting, or tax advice, or advice specific to your situation. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Connecticut. We are legally empowered to provide financial advisory services only to residents of Connecticut and on a very limited basis to individuals in some other states.

ncial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.