THE INVESTMENT SERVICES WE OFFER

Our team of experienced professionals work diligently to help our clients grow, protect, and preserve wealth. We employ the latest tools and resources to create financial planning strategies that assist our clients in reaching their hopes, goals, and dreams. Below are the types of accounts and services we offer:

We specialize in plans for small businesses. This includes setting up, maintaining an existing plan, or 401(k) plan and SIMPLE IRA plan consulting. 

Learn more about how companies with less than 100 employees are benefiting from a SIMPLE IRA Plan rather than a 401(k).  View our information sheet here: SIMPLE IRA PLAN INFO SHEET

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:

Ownership

A sense of ownership and confidence about your accounts and our relationship.

Liquidity

Account liquidity, so that if a change or withdrawal needs to be made your money is there for you.

Diversification and Risk Control

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.

Account Priority

Accounts are treated the same for all of our clients. We avoid conflicts of interest, and the size of your account does not matter to us.

Realistic Expectations

We are looking to work with individuals or companies who are interested in seeking long-term growth of assets along with capital preservation. We will help set your expectations for how your money will be there for you in the future while taking into account inflation and taxes. 

None of these essentials guarantee a profit or avoidance of losses in a declining market, but we want to be with you every step of the way. Learn more about our process for managing your accounts by clicking here or contact us directly at 281-395-8300.

Get started ASAP!

If you are behind with your savings, you should get started right away. Just look at the impact of investing now versus waiting. 

This comparison assumes an annual savings rate of $3,000 and an average 8% annual growth rate, after fees and taxes are paid. Imagine if you had saved annually more than $3,000 per year!!

In 2026, you can save up to $7,500 per year in an IRA account ($8,600 if you are over age 50) and possibly even more in an employer sponsored retirement plan; check with your employer today. There are no annual limits for savings into a taxable individual or joint account.

The illustration assumes no withdrawals. Withdrawals prior to age 59 ½ in a retirement account may be subject to ordinary income tax and a 10% IRA penalty. Taxable account withdrawals may also be subject to taxes. This information is hypothetical and is meant as an illustration only. It is not indicative of a specific return or yield on any particular investment. Past results are no guarantee of future returns.