A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Cox Strategic Wealth, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Cox Strategic Wealth
(949) 888-6644

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Enjoy the Dream of Retirement

INCOME

We work together with our clients to help create a strategy
that fits your goals, values and lifestyle.

Get Started In

3 Easy Steps

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using Your Financial Compass, we’ll examine your current financial situation and determine your retirement needs.

Plan

Receive a custom strategy to help you reach your unique retirement goals.

 

Welcome To

Cox Strategic Wealth

At Cox Strategic Wealth Management and Cox Strategic Insurance Solutions, our sole focus is YOU.

For over a decade, residents of Orange County have trusted the financial professionals at Cox Strategic Wealth to help guide them to and through retirement successfully.

By offering a variety of insurance and investment products, we can help you develop an overall retirement income strategy specific to you and your family. We have a strong team dedicated to helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

Cox Strategic Wealth Retirement Roadmap Process

Financial Services

Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals.

Medicare

Medicare has several parts: A, B, C, and D. Part A: Hospital Insurance, Part B: Medical Insurance, Part C: Advantage Plans, Part D: Prescription Drug Coverage.

Retirement Planning

We are Cox Strategic Wealth professionals. We take the time to get to know each of our clients.

Insurance Services

Some retirees underestimate the impact a big market loss may have on the future of their income.

Estate Planning

Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on.

COX STRATEGIC WEALTH IS HERE TO HELP YOU MANAGE YOUR FINANCES SO YOU CAN PURSUE YOUR ULTIMATE GOALS.

Ready To Take

THE NEXT STEP?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at (949) 888-6644

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Cox Strategic Wealth are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

To help you better understand your financial needs or assess your current investment and retirement strategies, we post a Weekly Newsletter, IRA Blog, Weekly Market Commentary and a Monthly Market Review. We hope you find these retirement and financial blogs helpful. Click Here if you would like to schedule a complimentary review of your current financial situation.

If you knew you had guaranteed income for life as part of your overall retirement plan
What would you do?

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Cox Strategic Wealth are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.