Elizabeth Cox (CDFA, CFP®, CPA®, EA)

Elizabeth Cox focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • 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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This Office

191 Post Rd W Westport, CT 06880-4625 Phone: (203) 221-2799