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
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
As our nation ages, many Americans are turning their attention to caring for aging parents.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A four-step framework for building a personal legacy.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are hundreds of ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What is your plan for health care during retirement?
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.