I specialize in comprehensive financial planning to help individuals, business owners, and businesses take control of their financial future. I have 25 years of experience working with clients in many sectors from healthcare to small business consulting. Working one on one to determine short and long term goals, I apply my knowledge and expertise to develop retirement, investment, tax management and estate planning strategies. As a financial adviser I educate my clients about personalized financial planning and the risk and reward of each investment opportunity. In 2007, I decided to use my sales and consulting experience to build my own business offering personal financial services. Securities offered through Securities America, Inc., Member FINRA (www.finra.org) /SIPC (www.sipc.org), and advisory services offered through Securities America Advisors, Inc. Investor Securities Group, Inc. and the Securities America companies are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Licensed to offer securities in Virginia and North CarolinaSee Broker Check for history and credentials of Tim Cox @ http://brokercheck.finra.org/
Listed skills include Leadership, Team Building, Public Speaking, Accounting, and 20 others.