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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

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

Office Location

Cox Wealth Management, LLC
6031 Shallowford Road
Suite 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

Licensed in these states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, 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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