About Us
Planning Futures
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Financial preparation
- Investment advising
- Investment training
As an independent financial education firm, we can access many different products and research analysis so you can get several ideas on products and services.
Our Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
The decisions are always yours.
Committed to Excellence
Every successful financial strategy starts with an excellent client relationship.
Contact Us
Get Started Today
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Bixby Cooper Equity
Hours
By appointment only
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