William Cox (BBA, CFP®, CPA/PFS, MBA)

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

  • Estate & Generational Planning Issues
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Work experience

Over 25 years in public accounting servicing the needs of various clients.

Four years in the management of a bank trust department with approximately $300 million in assets.

Management of local business with receipts of approximately $10 million.

NAPFA Start Date

April 05, 2000


This Office

PO Box 8064 Paducah, KY 42002-8064 Phone: (270) 444-0410 Fax: (270) 444-9960