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Elizabeth Cox
CFP®,CDFA
CERTIFIED FINANCIAL PLANNER™
44 Old Ridgefield Road
Suite 234
Wilton, CT 06897
Phone: 203-834-6212
Fax: 203-834-7936
Cell: 203-512-1314
Contact Us
Map & Directions
Securities and
investment advisory
services offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
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Widowhood
WHEN YOU ARE LEFT TO COPE
When you are widowed, grief can overwhelm you. You need time to come to terms with your loss.
Yet, relentlessly, life goes on. Bills need to be paid, taxes have to be filed and financial matters must be handled.
Elizabeth Cox helps widows navigate financial challenges throughout your time of loss. She works with you to develop a personal financial plan that reflects your priorities, helping to support the lifestyle you desire, both today and tomorrow.
Services include:
- A checklist of needed financial documents
- A spending and saving plan
- Customized financial plan
- Investment strategies
- Risk management analysis
- Retirement planning
- Estate planning
Contact Elizabeth today for an initial consultation.
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