Simplifying the path to your financial future.
Whether you are just starting to think about retirement or fine-tuning your strategy, Wealth Defenders Podcast is here to help. Join us every other week as we break down complex financial concepts into simple, actionable steps you can follow.
Join in the conversation on Wealth Defenders Podcast and start your journey to a better, more informed retirement.
Terry Cox - Asset Map
Terry Cox - Roth Conversions
Terry Cox - The Why Question
Meet Terry Cox
Terry Cox - Crafting Your Investment Strategy
Terry Cox Warns of Scams Designed to Take Advantage of You
We aim to keep all of our clients well-educated and informed with information that applies to everyone. Read all of our blog posts below to learn tips, tricks and strategies!
Our firm offers annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you.