Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Troy’s practice concentrates on tax efficiency of investments, retirement, and estate planning, and understanding the principals of proper diversification and asset allocation. Troy is committed to excellence in client education of...
Jonathan Cox
Registered Sales Assistant
www.coxaccounting.biz (Cox Accounting is not affiliated with Securities America.)
Ryan's practice concentrates on wealth protection and financial retirement planning. Ryan recognizes that each client has individual needs and he dedicates himself to understanding and appreciating each client's...