Rancho Santa Margarita

California

Your future isn’t waiting and you shouldn’t have to wait for it.
Reach out to us today and schedule some time with one of advisors.

Schedule a Meeting With Kirk Cox or Call 949-888-6644

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Rancho Santa Margarita, California

  30211 Avenida De Las Banderas, Suite 200
Rancho Santa Margarita, CA 92688
Office: (949) 888-6644
Cell: (949) 233-3337
kcox@brookstoneadvisor.com

We’ll Plan for the Whole Journey, Together.

Cox Strategic Wealth is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Step 1: Discovery

  • Start with your goals & values
  • Establish what you need from an advisor
  • Map out your current financial picture

Step 2: Strategy

  • Evaluate what is needed to reach your goals
  • Review of red flags and opportunities
  • A strategic plan to get you where you want to go

Step 3: Implementation

  • Organize accounts to goals-based investments
  • Complete additional planning areas
  • Establish our plan for communication and connection