Approach
Services
- Financial Planning
  Our financial planning process ensures our clients feel empowered to make informed, confident decisions about their financial future.
- Beneficiary Assistance
  After a loved one’s death, we help beneficiaries navigate the challenging financial aftermath and prepare for the next steps in their lives.
- Tax Analysis & Planning
  We emphasize tax analysis in our financial planning, considering the consequences of every decision, so that tax liabilities don’t weigh down your financial growth.
- Investment Management
  Through our flexible approach, we will work with you to map out investments tailored to your goals and tolerance for risk.
- Retirement Planning
  Retiring is easy. Staying retired is hard. We will be your guide to making sure that your retirement is the enduring, fulfilling experience you deserve.
- Social Security Consulting
  We understand the intricacies and complexities of Social Security. We will identify your eligibility for benefits and help you file claims to receive the money you are owed.
Team
- James A. Cox, III
  Financial Advisor
- Carl E. Beck, III
  Financial Advisor
- Stephen M. Harrison
  Financial Advisor
- Richard W. Jackson
  Social Security Consultant
- Mary Beth Alber
  Administration
- Lori Piasecki
  Administration
- Holley Whitfield
  Administration
Insights
Contact Us

The Interest Rate Conundrum

October 6, 2023

One of the main topics in financial news these days has been the significant rise in interest rates over the past two years. In an effort to seek better returns, many investors chose to invest in the stock market, even if they were somewhat uncomfortable in doing so. So what about now, with yields significantly higher than they have been in recent memory?

Economics Interest Rates Investments

Federal Reserve

Dealing with Turbulent Times in the Market

May 12, 2022

The first four months of 2022 have been extremely challenging for investors. In fact, this is one of the worst starts to …

Economics Investments

Inflation eating a dollar

Inflation: What you need to know

December 19, 2021

By Jamie Cox Inflation comes up more often in client conversations than almost any other economic term. It’s easy to see why …

Economics