William David J. Cox, CFP®, CLU, CHS

Designations:

  • CFP® Certified Financial Planner
  • CLU Chartered Life Underwriter
  • CHS Certified Health Specialist

Do you have to make some tough financial decisons? We can Help forecast the results and analyze the results you can see what works, how it works and what doesn't work. Like a map, a plan provides a point of reference, allows you to measure progress. We can help. To be effective we must get to know what is important to you and who is important to you. In order to learn this we use a process that is made up of six distinct steps. Our goal is to help our clients succeed in growing, protecting and preserving their wealth. The result is always the judge.

My involvement in the industry has been continuous since 1973 . In the course of my career I progressed as a banker, insurance agent, a manager and as an owner of my own financial services firm. My affiliations and associations include:

Associations: Click on the logos below for more information.

Certified Financial Planner  Chartered Life Underwriter Institute  Advocis

 

Insurance products available through William David Cox.