Your

Shield

For a safer retirement

Since 2006, Cox Strategic Wealth Management and Cox Strategic Insurance Solutions have been working with friends and neighbors throughout Orange County to help them work toward their financial goals through the use of insurance and investment products.

new-logo

Helping you meet your financial needs is our first priority.

It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Get instant access to our Retirement Planning Kit

Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

kit
kirk-cox
small-logo

Meet Kirk Cox

As the owner of Cox Strategic Wealth Management and Cox Strategic Insurance Solutions, Kirk is driven by the desire to help pre-retirees and retirees effectively prepare for retirement by building financial strategies focused on preservation, growth and income.