Alan M. Cox
"Retirement is about income; it is not about assets because not all assets return the same income."
My Skillset
My Skillset
My Skillset
"Retirement is about income; it is not about assets because not all assets return the same income."
An entrepreneur professional with 25+ years of experience working alongside executive teams. As a Financial Advisor, I am passionate about creating simple, seamless solutions to clients' needs.
Alan finds it incredibly motivating to use his a
"Retirement is about income; it is not about assets because not all assets return the same income."
An entrepreneur professional with 25+ years of experience working alongside executive teams. As a Financial Advisor, I am passionate about creating simple, seamless solutions to clients' needs.
Alan finds it incredibly motivating to use his analytic skills, to share his knowledge of Retirement Income Planning, Business Planning, Wealth Preservation, Asset Protection, and Succession Planning with his clients and colleagues.
My Goals
My Skillset
My Skillset
INSPIRE - TEACH - BUILD - COLLABORATE
I was fortunate to have amazing mentors that guided me throughout my life and career, allowing me to now give back much of what I have learned.
10 -years ago, I was blessed with a gift! A second chance at life. Unfortunately, I was confronted with a life-altering experience (Cancer). Since my recovery,
INSPIRE - TEACH - BUILD - COLLABORATE
I was fortunate to have amazing mentors that guided me throughout my life and career, allowing me to now give back much of what I have learned.
10 -years ago, I was blessed with a gift! A second chance at life. Unfortunately, I was confronted with a life-altering experience (Cancer). Since my recovery, I have dedicated my efforts to helping others learn more about their financial picture and to enjoy the one life they have.