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.
Then and only then will they begin the process of evaluation of the various providers of products or services, examining each one independently and collectivity against each other to discover those best suited to aid in achieving your goals. Once established they will then meet with you regularly to monitor and adjust your plan, to stay on target to reach your goals.
Then and only then will they begin the process of evaluation of the various providers of products or services, examining each one independently and collectivity against each other to discover those best suited to aid in achieving your goals. Once established they will then meet with you regularly to monitor and adjust your plan, to stay on target to reach your goals.
Services
As Plan Advisors, we accept ERISA 3(38) Liability in writing. Does your current provider? As fiduciaries to your company's retirement plan, we offer plan sponsors significant fiduciary protection. Our investment processes are designed to adhere to the fiduciary standards necessary in today's markets.
As a plan sponsor you should Benchmark your 401(k) plan so that you have a clear understanding of the fees/costs being paid by the plan. By benchmarking your plan, you can reduce your liability, quantify ALL the fees you are paying and determine if the fees are 'reasonable'. Benchmarking almost always lowers costs, increases service and reduces your fiduciary exposure as a plan sponsor/trustee.
Cox Wealth Management, LLC is a tax consulting and accounting firm located in Chattanooga, Tennessee, providing a full range of Services, including goal setting and Tax planning advice to our clients. The Chief Managing Manager of the firm, Richard L. Cox, Sr., CFP has been stewarding the planning needs for his clients since 1976.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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