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
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
An Arm and a Leg
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.
Your credit score may influence how much you pay for auto and home insurance.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Tips on insuring your teen driver.
Calculating your potential Social Security benefit is a three-step process.
Building wealth requires protection from the forces of wealth destruction.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Even low inflation rates can pose a threat to investment returns.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.