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Richard L. Cox, Sr., CFP®, ChFC®, CLU®, CKA®, ATA®, AEP

Chief Managing Member
Cox Wealth Management, LLC


LinkedIn


Areas of Concentration

Charitable Giving, Comprehensive Financial Planning, Insurance Planning, Investment Management, Planning for Owners of Closely-Held Businesses, Retirement Planning, Education Planning, Tax Preparation, Elder Care, Wealth Transfer, Employee and Employer Plan Benefits, Estate Planning, Accounting, Business Succession Planning, General Financial Planning, Intergenerational Planning, Investment Planning, Life Planning, Long-Term Care, Retirement Income Management, Risk Management, Small Business Planning, Sudden Wealth Management, Tax Planning, Trust and Estate Administration, Wealth Management

Office Location

Cox Wealth Management, Llc
6031 Shallowford Road
Suite 109
Chattanooga, TN 37421

Office Location

American Portfolios Advisors, Inc.
6031 Shallowford Rd
Ste 109
Chattanooga, TN 37421

Description

Cox Wealth Management, LLC has helped many of our clients work toward achieving their lifetime goals through a systematic process of analyzing, prioritizing, and planning an overall "client-centered" strategy. We help our clients through the actual implementation of our recommendations, including selecting investments, developing risk management techniques, analyzing retirement planning options, developing business management strategies and suggesting tax reduction ideas. Securities offered through American Portfolios Financial Services, Inc., Member FINRA, SIPC Investment advisory services offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor Cox Wealth Management, LLC is independent of American Portfolios Financial Services and American Portfolios Advisors.
Richard@Coxwealth.com

Licensed in these states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NV, NH, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, VT, VA, WA, WV, WI

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