Services Offered
• Retirement Planning
• Wealth Accumulation
• Asset Protection
• Tax Planning
• Long Term Care
• Estate Planning
• IRA Legacy Planning
• Trusts
• Life Insurance
• Probate
• Charitable Giving
• Income Planning
• IRA & 401(k) Rollovers
• Veterans Benefits
• Medicaid Planning

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Featured in Forbes

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Smith & Cox, LLC
Retirement Planners

Smith & Cox, LLC is an Independent Registered Investment Advisory Firm serving Southern Arizona's Retirees. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

An independent firm
As an Independent Firm, Smith & Cox can offer the world of investment options to their clients. They are not bound by any firm and/or Broker Dealer. They truly work for you, their client, providing the best
possible strategies and advice available.

A firm you can trust

We understand how important it is for you to be able to trust your Advisor, particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the
direction the stock market and interest rates take in the future, it is important to have a trusted advisor you can count on to give you the news straight and look after your best interests.

Those trusted advisors are Andy Smith and Chris Cox. They are experienced, responsive, and understand your need for integrity and transparency.

To schedule a time to discuss your retirement future, contact us at or call us at 520-318-5505











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