SERVICES
AVAILABLE

 

  

Cox Wealth Management, LLC

College Planning*
Investment Advice
Mortgage Planning
Estate Tax Planning
Retirement Planning
Income Tax Planning
Portfolio Management
Charitable Giving Advice
Risk Management Consulting
Business Management Consulting
Comprehensive Financial Planning

And additional Services/Products offered through our associated companies or affiliations:

COX FINANCIAL CENTERS, INC.

Life Insurance Brokerage
Health Insurance Brokerage

FSC SECURITIES CORPORATION*

Variable Annuities
Limited Partnerships
Mutual Fund Trading
General Securities Trading
Third Party Money Management

LEGACY TRUST ADMINISTRATION SERVICES, INC.

Trust Accounting
Trust Administration
Family Partnership Accounting
Charitable Trust Administration
Wealth Replacement Trust Accounting
Estate Administration & Tax Filing

 

*Securities offered through FSC Securities.