Financial planning built around your priorities.San Antonio, Texas · Serving clients across Texas
TODD COXFinancial Advisor
Internal Review

Pre-launch checklist

This page is for owner and compliance review. It is not a public compliance approval or a substitute for your firm’s process.

Do not publish until these items are resolved.

  1. Submit all website wording, navigation, imagery, domain use, and contact pathways to the appropriate MassMutual/MML compliance review process.
  2. Verify whether toddacox.com may be used as an advisor site and confirm approved firm identification, securities/advisory affiliation, licensing, disclosures, and required links.
  3. Confirm Todd's biography, title, office/service geography, business phone, address, email, and professional registrations.
  4. Confirm the precise services he may advertise and avoid implying he personally provides tax or legal advice.
  5. Supply firm-approved privacy/cookie notices, accessibility review, and any required tracking or recordkeeping procedures.
  6. Confirm destination and monitoring for contact email. Do not collect client confidential information via ordinary email.
  7. Review any imagery, testimonials, client examples, performance claims, and all site copy before public distribution. None are presently used in this draft.
  8. Remove the robots noindex directive only when approved and ready to be indexed.
  9. Choose compatible hosting. GoDaddy Websites + Marketing Premium does not provide a general site ZIP import flow; custom HTML files typically need separate static or traditional hosting.
  10. Before DNS changes, record the existing DNS entries and protect MX, SPF, DKIM, DMARC and relevant verification entries for tc@toddacox.com.
  11. Test desktop/mobile, navigation, email link, HTTPS, analytics consent and accessibility.
This draft deliberately does not list an unverified telephone number, office address, certifications, fiduciary status, fee promise or representative regulatory registrations.

Additional service review

Verify actual scope and licensing for investment and wealth management, 401(k) plan management, individual disability insurance, business overhead coverage, and business succession planning. Confirm any firm-specific disability definitions and permissible representations.