These are the types of saving and investment accounts we open and manage for our clients:. When you work with Cox Global Associates, our top priority is that you understand your investments and the options available to you. We consider your entire personal situation before investing in anything. We believe in a long-term approach to investing, and we avoid market timing strategies.
The essentials for a successful long-term plan should include:. Account liquidity, so that if a change or withdrawal needs to be made your money is there for you. Diversification among different types of securities and risk controls so that your accounts can provide the results you need in a variety of market and economic cycles.
The essentials for a successful long-term plan should include:. Account liquidity, so that if a change or withdrawal needs to be made your money is there for you. Diversification among different types of securities and risk controls so that your accounts can provide the results you need in a variety of market and economic cycles.
Services
We have laid out the path you need to build a solid foundation of knowledge and money habits to create wealth. We want you to build a wealth tree as strong and reliable as the Texas Oak! To do that you need a strong healthy root foundation to support the wealth tree you will need to accomplish all your short and long-term goals.
Provided onsite and via prerecorded video for plan participants. Call us for more information on educating your employees about your company's retirement plan, 281-395-8300. We are so thankful for our clients! We are blessed to have you as loyal friends and we want to take you out for a movie night!.
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