Joan Cox| CFP®, CRPC®
Personal Financial Advisors
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Covington, LA 70433
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Joan's work includes comprehensive planning for individuals to determine cash flow needs, forecasting future income needs, tax, accumulation, retirement, insurance and estate planning as well as charitable giving. She enjoys working with clients to individualize solutions for their financial concerns, and especially with clients who are in transition. Her clients appreciate her direct approach and the empathy she brings to her role. She especially likes coordinating with estate planning attorneys to assist clients with their estate issues.
She earned her Bachelor of Arts degree from the University of Minnesota in 1976. In 1987, she received the Certified Financial Planner designation. In 2001, she earned the additional designation of Chartered Retirement Planning Counselor. She was a former president of the Association of Employee Benefit Planners in New Orleans. She also served on the board of the local chapter of the IAFP (now the Financial Planning Association).
Joan Cox is a native of Louisiana and has resided in St. Tammany Parish since 1987. She and her husband Greg have a son and daughter. In her free time she enjoys listening to jazz, big band, funk and 60s music, especially live. She loves to travel.
WHAT MAKES US DIFFERENT
We believe in the power of personal financial planning and the process of tailored investment solutions. Because it’s personal, we help clients achieve their goals in a conflict free environment focused solely on our clients' objectives. We have years of planning and investment experience and a commitment to service.
We believe in basing financial decisions on information and guidance that is clear, objective and personalized.
Where other firms can profit by recommending certain products and solutions; our fee-only structure helps to ensure that our clients receive advice that is purely in their best interests. And while some use a cookie-cutter approach in recommending financial planning and investment management strategies and solutions, we treat each client as an individual.
We are committed to doing our very best to thoroughly understand your unique needs and then recommend the best, lowest-cost strategies and solutions to enable you to reach your financial goals.
HOW WE HELP
Our team of NAPFA - Registered Financial Advisors has the expertise and experience to help you navigate through even the most unique financial opportunities and challenges. Our services include:
- Retirement Planning and Cash flow Guidance—helping you manage what comes in and what goes out with an eye toward reaching long-term goals.
- Insurance Planning—protecting your financial future against unforeseen trouble.
- Tax Planning—taking steps to ensure that you keep as much of your wealth as possible.
- Estate Planning—minimizing estate taxes and ensuring that your wishes will be carried out smoothly.
- Investment Planning—Ensuring your investments are allocated to meet your long-term financial planning objectives.
YOUR TRUSTED ADVISOR
Since Personal Financial Advisors' founding in 1999, we have been committed to helping our clients make informed and objective decisions that significantly improve their lives. We look forward to helping you to achieve your unique goals.