Retirement Planning

Retirement Planning

  • ROTH IRA'S

  • Tax Free Investments

  • Tax Advantage Investment

Neither Financial Wellness Partners, LLC nor its employees provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

Disclosure

Cynthia Fox is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0D11091), CO, FL, ID, IN, MI, MN, OH, TN, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Cynthia Fox is licensed and authorized to offer insurance in California, but FINANCIAL WELLNESS PARTNERS, LLC may not be. For additional information on California licensure status, please click here.

Cynthia Fox is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1760 American Dr Ste 105, Neenah, WI, 54956, 920-882-1830. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, IN, MI, MN, TN, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Cynthia Fox is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, IN, MI, MN, TN, TX, VA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

FINANCIAL WELLNESS PARTNERS, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither FINANCIAL WELLNESS PARTNERS, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​