Life Long Financial Navigation
529 For College Savings
529 plans provide flexible, tax-advantage accounts designed specifically for college savings. Funds can be used for qualified higher education expenses for schools nationwide.
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Personalized Money Management
Cojo Bay Advisors, LLC offers Personalized Money
Management (PMM). Our highly customized portfolio management ensures diversification and helps minimize long-term risk.
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Customized Financial Planning
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.
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Accelerate Towards Your Goals
We offer ongoing monitoring to review progress towards your financial goals and to make adjustments as necessary.
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Cojo Bay Advisors, LLC can help you achieve your goals.
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.