coxwealth.com - Cox Wealth Management; We Advocate for Your Important Goals

Description: Financial education, meticulous planning, & clear guidance for your family and your future.

moneywise (24) 37308 (22) certified kingdom advisor 37381 37367 37321 37332 37338 37327 37397

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"Helping you build a Significant Life!"

“ At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client. ”

It requires a process of data gathering, pulling together all the financial facts about the client, then exploring the goals and objectives you have established for your company, your family, or your organization, through a process of meetings used to clarify and refine each goal until they understand your needs.

Links to coxwealth.com (32)

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