Skip to main content
253-858-5567 bev@bcoxplanning.com
  •  
  •  
  • CFP

  • Home
  • About 
    • About Me
    • My Process
    • My Mission
    • My philosophy
    • Code of Ethics & Professional Responsibility
  • Services Offered 
    • Plan - Financial Planning
    • Protect - Insurance Planning
    • Grow – Investments – Wealth Management
    • Retire – Retirement Planning Strategies
    • Estate – Planning Strategies to meet all your goals
    • Legacy – Comprehensive client-centric legacy planning
  • Resources 
    • Useful Websites
    • Financial Calculators
    • Video Library
  • Blog
  • Contact

Pursuing success by

Working Together

Serving clients with an engaging and collaborative style through the many financial chapters of their lives.

Learn More

I invite you to learn how the services I offer may empower you and enhance your financial life.

Creating a Roadmap towards your

Financial Independence

Serving clients with integrity, intelligence and compassion through the many financial chapters of their lives.

Learn More

I invite you to learn how the services I offer may empower you and enhance your financial life.

Collaborating for your

Financial Goals

Serving clients with an engaging and collaborative style through the many financial chapters of their lives.

Learn More

I invite you to learn how the services I offer may empower you and enhance your financial life.

 

Previous

 

Next

 

 

 

Home

Our Comprehensive Solutions

Planning for now, and then.

 

View Our Full Service Listing!

Plan / Protect

In an ideal world, the basis for all important decisions in your financial life will be guided by a quality financial plan. My financial planning process is engaging, fun, satisfying and enlightening. We will create a roadmap, a wooded trail, a path in the sand or whatever kind of markers you want to move you forward to what you desire. Protecting you while you build your assets and protecting what you’ve built are foundational components of planning and will be another of our important conversations.

 

Grow / Retire

Many years of your life are spent saving, investing and accumulating resources you intend hopefully to enjoy later. One of the better ways to assure your vision is to work with a financial planner. This is a very important area - investing and retirement. It’s a time to establish, accumulate and maintain effective investment strategies and personalized solutions so your assets obtain equitable risk-adjusted growth and ultimately provide an abundance of income for you to thrive over your lifetime.

 

Estate / Legacy

We give in many ways throughout our lives; some giving with great intention and passion for their causes. Some are interested in making a difference over multiple generations. The areas of estate and legacy planning are important and very collaborative. What you’ve built now needs financial tools and estate strategies as well as patient holistic conversations.  At best, it takes place with a client-centric team including me, your family, other advisors and your estate and philanthropic intentions.

 

Looking to learn more?

Get in touch today

Contact Us

box-bg.png

Latest Blog Posts

Pay Yourself First - The Holy Grail of Personal Finance

Submitted by B. Cox Planning on February 27th, 2018

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

  • Read more

Habits of a Savvy Saving Family

Submitted by B. Cox Planning on March 15th, 2017

When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income family in the U.S. raising a child up until age 18, costs an estimated average of $245,340 (or $304,480, adjusted for projected inflation), according to the 2013 “Cost of Raising a Child” report from the U.S.

Tags:
  • budgets
  • Read more

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Submitted by B. Cox Planning on March 7th, 2017

The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal Revenue Code massive, different write-offs and deductions occur at different stages in life, so it’s unsurprising if you don’t know the details of the IRA (Individual Retirement Account) charitable rollover.

Tags:
  • estate planning
  • give what you love
  • IRA distribution
  • Required Minimum Distribution
  • Read more

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   Serving the greater Seattle/Tacoma area, WA
  •   253-858-5567
  •   bev@bcoxplanning.com

Contact us

Securities offered through SCF Securities, Inc. - Member FINRA / SIPC Broker Check Investment Advisory Services offered through SCF Investment Advisors, Inc. 155 E. Shaw Ave. Suite 102, Fresno, CA 93710 • (800) 955-2517 • Fax (559) 456- 6109. SCF Securities, Inc. and B Cox Planning are not affiliated.
CA Insurance License #0689730

We are licensed to sell insurance products in and may only provide insurance quotes to residents of the following states:

California (CA), Oklahoma (OK), Oregon (OR) and Washington (WA),

SCF Privacy Policy

© 2023 B. Cox Planning. All rights reserved.

Website Design For Financial Services Professionals