Elizabeth Cox (CFP®, CPA)
Elizabeth Cox focuses in the
following client markets or areas of practice:
- Divorce Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Divorce Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
We specialize in helping couples and individuals navigate financial decisions throughout life transitions. Whether you are preparing for retirement or returning to the workforce, negotiating a marriage, blended family or divorce, or adjusting to widowhood, we are with you every step of the way.
We offer comprehensive and modular financial planning services. Specialties include: investment advisory services, asset allocation and portfolio design, tax planning and preparation, retirement planning, divorce financial planning and financial mediation services.
NAPFA Start Date
June 18, 2010
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