Our Services

Gary I. Cox, a CERTIFIED FINANCIAL PLANNER™ professional, helps families and small businesses with their financial affairs and investments.  He will provide continuous and regular financial services in regards to a clients personal financial situation.  He reviews the clients present situation and prepares a Financial Analysis, with recommendations.  During the year, he is available to help clients in making financial decisions regarding their personal state of affairs.  Each anniversary after that, Gary meets with clients to update their Financial Analysis and makes needed changes with them to their existing plan.