Choose Your Route to Financial Wellness
Unsure where to begin? Try our FREE Financial Playbook to get started!
Putting your financial life & retirement on-track doesn't need to be complicated or costly.
$25 Payroll Deduction
Our coaches will work One-on-One with you to build a personalized plan and be your accountability partner.
Minimum Investment of $5,000
We build low cost, tax sensitive strategies, free from emotion to help pursue your goals.
Take charge of your financial future
Managing your money can be stressful – but it doesn’t have to be. CX Wealth Direct provides the tools you need to strategize and save successfully. Together, we’ll create a roadmap to help you pursue the financial goals that matter most to you and your family.
We’ll begin by creating a distinct, online snapshot of your personal finances. Your easy-to-access dashboard helps you connect the dots, seeing precisely where you are in your journey to financial success. And, when you enroll in our coaching services, you’ll have access to a wealth of wisdom and advice.
Take charge today. Create a financial plan that will grow with you as your travel from one stage of life to the next. And don’t worry – we intend to be there as you reach every important milestone along the way.Begin the Journey
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn when it may not make sense to file a claim on your home insurance.
Five strategies for managing your student debt.
Don’t overlook the need for renter’s insurance if you rent your home.
Calculating your potential Social Security benefit is a three-step process.
Apps that help small business owners better manage and grow their business.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
With alternative investments, it’s critical to sort through the complexity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?
Do you know how to set up your financial goals for success? This knight does.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.