In an ideal world, the basis for all important decisions in your financial life will be guided by a quality financial plan. My financial planning process is engaging, fun, satisfying and enlightening. We will create a roadmap, a wooded trail, a path in the sand or whatever kind of markers you want to move you forward to what you desire. Protecting you while you build your assets and protecting what you’ve built are foundational components of planning and will be another of our important conversations.
Many years of your life are spent saving, investing and accumulating resources you intend hopefully to enjoy later. One of the better ways to assure your vision is to work with a financial planner. This is a very important area - investing and retirement. It’s a time to establish, accumulate and maintain effective investment strategies and personalized solutions so your assets obtain equitable risk-adjusted growth and ultimately provide an abundance of income for you to thrive over your lifetime.
We give in many ways throughout our lives; some giving with great intention and passion for their causes. Some are interested in making a difference over multiple generations. The areas of estate and legacy planning are important and very collaborative. What you’ve built now needs financial tools and estate strategies as well as patient holistic conversations. At best, it takes place with a client-centric team including me, your family, other advisors and your estate and philanthropic intentions.
In the realm of financial planning, time is our most valuable asset. It’s available to all of us, providing each individual with the same opportunity to optimize its value in building wealth. It’s the only resource we all have over which we have some degree of control.
Based on the latest statistics, identity thieves and cyber-fraudsters are stopping at nothing in their pursuit of your sensitive information and your money. According to Anti-Phishing Working Group inc., phishing attacks are increasing at an alarming rate with as many as 6 million occurring in the first quarter of 2016. That is a 786 percent increase over the prior year.
In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.
© 2025 B. Cox Planning. All rights reserved.
