Our Team

At our firm, we have the client—and only the client—in mind.

Our mission is to understand your long-term goals and assist you in developing the strategies that address your concerns and priorities.

All of our energy, commitment, and efforts are focused on you the client, and your satisfaction. We meet with clients periodically through out the year to monitor the plan’s strategies and make necessary adjustments.

“Time is either your friend or your enemy when planning for your retirement. Make it your friend.” Please contact us.


Founder, Retirement Planning Specialist

Robert Cox resides in Suwanee Georgia with his wife and two daughters. He has been active in All Pro Dads and other activities that support his daughters’ interests. Robert originates from Louisville, Kentucky and graduated with a B.B.A. from Eastern Kentucky University. In a few years he positioned his financial and technology knowledge into consulting assignments that included Fortune 500 firms General Motors, Ford Motor Company, Proctor & Gamble, American Steel Corporation and various financial and banking entities.

Training and community service has been a passion of Robert’s beginning with its roots in his 3 years with the Louisville Jaycees and 10+ years with the Atlanta Jaycees and serving as its president. The opportunity to help others thru building community focused organizations was especially rewarding. Robert was awarded the international JCI Senator designation as recognition for his contributions.

In 1994 Robert launched his own training company providing financial and non-financial courses that served employees of clients in 9 states. In 2009 the focus became primarily personal financial courses with emphasis on retirement planning. Robert has attained a life insurance license and completed the SEC Series 65 exam. He continues to offer public courses while also working with individual retirement planning clients across the southeastern U.S.A.

Robert’s certifications and designations include:

RICP – Retirement Income Certified Professional

CFF – Certified Financial Fiduciary

SEC Series 65 Exam Qualified

Medicare certified to assist clients in Medicare plan selection


Client Support Specialist

Angela performs many important administrative tasks, and is responsible to plan, implement and manage our educational workshop activities.

Angela holds:

Georgia Life and Health Agent License

Medicare certified to assist clients in Medicare plan selection

Yuliya Andreyeva

Social Media Coordinator

Yuliya coordinates our social media and digital client communications. Clients and prospective clients see her work in Facebook, Linkedin and our digital newsletters.