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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OUR PROCESS

We work closely with you to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. Each relationship and each client is distinctive, but the steps of getting started with us generally include the process below.

Cox Strategic Wealth

Identify Your Goals and Priorities

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what goals and priorities you have. We complete a comprehensive risk questionnaire, which is essential to understanding your investment mind-set.

Gather Your Data

We gather any necessary documents, policies and statements. Together with us, you will define your personal and financial goals, including timeframes.

Analyze Data and Create a Plan

The primary objective of this stage is to help develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend to help achieve your goals.

Implement Your Personalized Plan

The primary objective of this phase is to help successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Review and Monitor Your Plan

We monitor our client’s accounts on a regular basis to help ensure they are still performing in a way that meets your intentions. Communication with you is a top priority. We explain and answer questions about our reporting methods, and stay in touch with you to keep you informed. When we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we communicate to you our recommendations for the appropriate adjustments.

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.