Steven D. Cox
- Role
- Co-founder, Private Wealth Advisor at Sdp Personalized Planning
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Steven D. Cox
BUSINESS OWNERS: Over 90% of business owners overpay on taxes each year but only 30%…
Experience
Co-founder, Private Wealth Advisor
May 2019 — Present
At SDP Personalized Planning, we believe making smart choices about your money that align with your goals and values is a foundational step in living a life that inspires you. We help small business owners and their families by creating and implementing bespoke, holistic strategies for successful business owners to legally reduce their tax bills, diversify and protect their assets, and maximize their freedom through CPA partnerships. Our boutique services emphasize dynamic, collaborative relationships that are centered on your why’s and that consistently deliver the how’s and what’s you need to find and create your next level. We execute our strategies with you to deliver confidence, direction, and results to owners who know there must be something more. What clients get working with us: Financial expertise that addresses both business & personal life Guidance, organization & accountability simplifying their lives & keeping them on track Significant reduction of tax burden to optimize cashflow Clear path for maximizing wealth from their business Confidence & peace of mind as they move toward the life that they want Using the SDP Planning Process, we go beyond just making recommendations. We walk alongside you to implement, monitor and adjust your plan and continue to meet with you regularly to help you stay on track for years to come. Send us a message here on LinkedIn or schedule a quick 15-minute discovery call where we can chat about your unique situation & opportunities. https://calendly.com/sdcox/discovery Securities and advisory services are offered through Centaurus Financial, Inc, member FINRA/SIPC, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: UT, CO, TX. SDP Personalized Planning and Centaurus Financial, Inc. are not affiliated. UT Insurance License
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