529 plans provide flexible, tax-advantage accounts designed specifically for college savings. Funds can be used for qualified higher education expenses for schools nationwide.
Cojo Bay Advisors, LLC offers Personalized Money
Management (PMM). Our highly customized portfolio management ensures diversification and helps minimize long-term risk.
We work with clients in creating a financial plan that is customized to their needs. Our financial plans are tailored to each client using our understanding of their specific financial situation to best achieve their long-term goals.
We offer ongoing monitoring to review progress towards your financial goals and to make adjustments as necessary.
Cojo Bay Advisors, LLC provides independent wealth management for people who are ready to make asset accumulation and retirement savings a priority in their lives.
Our main focus is to provide investment advice with a particular emphasis on asset allocation, fund or manager selection, and portfolio monitoring and adjusting. In addition, we offer full-spectrum financial planning from debt management and savings methodologies to retirement planning and budget creation.