Samuel Austin Cox
Financial Advisor|CFP®, CLU®, ChFC®, RICP®
Leading the charge
Sam grew up in central Indiana and is a proud alumnus of Manchester College, where he met the love of his life, Megan. In their spare time, Sam and Megan can be found traveling the world, hiking local nature preserves, camping in a National Park, playing with their nieces and nephew, or even running a half-marathon. Sam is an active member of First Mennonite Church in Urbana and a board member of Ten Thousand Villages in Champaign.
White water rafting in West Virginia
Professional
Education
Manchester College, North Manchester, IN (Bachelor of Arts)
Designations
CERTIFIED FINANCIAL PLANNER®
Chartered Life Underwriter
Chartered Financial Consultant
Retirement Income Certified Professional
Awards and Recognition
- Million Dollar Round Table Qualifying Member, 2021-2023
- McClure Financial Group Big Ten, 2018, 2021, 2022
- National Association of Insurance and Financial Advisors Quality Award 2016, 2018
- McClure Financial Group Rookie of the Year, 2015
Lending a hand in my community.
Ten Thousand Villages
Sam serves on the board of the local Ten Thousand Villages Store. Their mission is to create opportunities for artisans in developing countries to earn income by bringing their products and stories to our markets through long-term, fair trading relationships. Their vision is that one day all artisans in developing countries will earn a fair wage, be treated with dignity and respect, and be able to live a life of quality.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Long-Term Care Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
