bluestoneplanning.com

Bluestone | Wealth Planning

Navigating your Finances and Assets. With a Tactical and Reasoned Manner. Review risks to your family and wealth due to neglect or erosion: Life, Health and Disability Insurance Personal Property Long-Term Care. Abundant with Changes and Transitions, we work to prepare and embrace: Marriage and Family College and Career Retirement Personal Loss and Inheritance. Nurturing your life and dreams by providing resources, security and freedom: Cash Management Investment Management Tax Planning.

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CONTACTS AT BLUESTONEPLANNING.COM

Phliip D Cox Jr

Philip Cox

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Phliip D Cox Jr

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Phliip D Cox Jr

Philip Cox

2019 L●●●●●● Court

At●●ta , Georgia, 30318

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Bluestone | Wealth Planning | bluestoneplanning.com Reviews

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Navigating your Finances and Assets. With a Tactical and Reasoned Manner. Review risks to your family and wealth due to neglect or erosion: Life, Health and Disability Insurance Personal Property Long-Term Care. Abundant with Changes and Transitions, we work to prepare and embrace: Marriage and Family College and Career Retirement Personal Loss and Inheritance. Nurturing your life and dreams by providing resources, security and freedom: Cash Management Investment Management Tax Planning.

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1 who we serve

2 value to client

3 service offerings

4 about us

5 your world

6 your life

7 your wealth

8 your legacy

9 home page text

10 affiliations

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Bluestone | Wealth Planning | bluestoneplanning.com Reviews

https://bluestoneplanning.com

Navigating your Finances and Assets. With a Tactical and Reasoned Manner. Review risks to your family and wealth due to neglect or erosion: Life, Health and Disability Insurance Personal Property Long-Term Care. Abundant with Changes and Transitions, we work to prepare and embrace: Marriage and Family College and Career Retirement Personal Loss and Inheritance. Nurturing your life and dreams by providing resources, security and freedom: Cash Management Investment Management Tax Planning.

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bluestoneplanning.com

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About Us | Bluestone

http://bluestoneplanning.com/about-us

Navigating your Finances and Assets. With a Tactical and Reasoned Manner. Philip D. Cox Jr., CFP. Philip is passionate about helping people attain their dreams. He founded Bluestone Wealth Planning, LLC with a focus on providing the most comprehensive financial planning and investment advice available in the marketplace. Philip earned his Bachelors of Science degree from the University of Georgia. He went on to graduate from the CFP Program at Oglethorpe University in 2002. Originally from Myrtle...

2

Your Legacy | Bluestone

http://bluestoneplanning.com/your-legacy

Navigating your Finances and Assets. With a Tactical and Reasoned Manner. January 9, 2014. Framing the setting for how you wish to be remembered:. Wealth Transfer and Gifting. Speak Your Mind Cancel reply. Your email address will not be published. Required fields are marked *. You can use these tags:. A href= title= abbr title= acronym title= b blockquote cite= cite code del datetime= em i q cite= s strike strong.

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Who We Serve | Bluestone

http://bluestoneplanning.com/who-we-serve

Navigating your Finances and Assets. With a Tactical and Reasoned Manner. We attract clients who are:. Retired individuals and couples. Those who are Consciously Independent have:. The need for a more sophisticated approach to financial planning. The ability to utilize leading technologies to assist in investing and monitoring of one’s portfolios and financial progress. Those who are Self Employed have:. Cash management issues resulting from irregular income. Those who are Retired must:. Confused by the ...

4

Value To Client | Bluestone

http://bluestoneplanning.com/value-to-client

Navigating your Finances and Assets. With a Tactical and Reasoned Manner. The most thought-out financial plan isn’t worth a thing unless its path aligns with who you truly are and leads you toward your dreams! Our approach and service offerings deliver value to you in the following ways. You will:. Understand how money values and beliefs influence your financial fitness. See a direct link between your financial plan and your life goals. Relationship with your money.

5

Your World | Bluestone

http://bluestoneplanning.com/your-world

Navigating your Finances and Assets. With a Tactical and Reasoned Manner. January 9, 2014. Review risks to your family and wealth due to neglect or erosion:. Life, Health and Disability Insurance. Speak Your Mind Cancel reply. Your email address will not be published. Required fields are marked *. You can use these tags:. A href= title= abbr title= acronym title= b blockquote cite= cite code del datetime= em i q cite= s strike strong.

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Navigating your Finances and Assets. With a Tactical and Reasoned Manner. Review risks to your family and wealth due to neglect or erosion: Life, Health and Disability Insurance Personal Property Long-Term Care. Abundant with Changes and Transitions, we work to prepare and embrace: Marriage and Family College and Career Retirement Personal Loss and Inheritance. Nurturing your life and dreams by providing resources, security and freedom: Cash Management Investment Management Tax Planning.

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