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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Celebrate Financial Freedom with Fixed Indexed Annuities

The Fourth of July may be over, but your financial freedom never has to end, and with the right retirement vehicles in your financial portfolio, it doesn’t have to.

In fact, there are many ways retirement can increase financial freedom and ensure security by providing a guaranteed lifetime income stream. For example, a fixed indexed annuity (FIA) is a savings option that works overtime to address many basic retirement concerns: protection of hard-earned dollars, tax-deferred growth, balance, and lifetime income.

Our recent retirement-readiness research shows workers are, above all, looking for lifetime income (nearly 80 percent). Therefore, educating Americans on the different retirement vehicles that address this retirement need is crucial to help them be excited for their golden years.

The data further showed only 57 percent of Americans are excited about retirement. For others, their golden years come with uncertainty and hesitation, due to fears they will lose their financial freedom or outlive their savings. More than 40 percent reported they are worried about retiring.

However, by understanding more about retirement savings options, such as FIAs, you can stay financially free all year round, not just on Independence Day.

Celebrate Financial Freedom with Fixed Indexed Annuities

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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.