The Cox Strategic Wealth Way
No matter where you are in life, your financial future is our
highest priority. Our financial planning process is customized
to each client’s goals, needs, and timeline so you get the
support you deserve.
Every Cox Strategic Wealth Flight Plan Includes:
Your finances support the life you love, and can affect everything else. So it makes sense that at Cox Strategic Wealth we work with you on all parts of your financial plan through one central process. When clients ask, “Can you help with this?” our goal is be able to say, “yes!” as often as we possibly can. That’s the benefit of doing things The Cox Strategic Wealth way.
Financial Services
Our financial advisors at Cox Strategic Wealth can help you. Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
Insurance Services
Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
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. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.
Income Planning
Your hard-earned wealth has to last a lifetime, and that takes planning. We work with you to build toward the goal of
maintaining your lifestyle.
Tax Planning
Your finances in retirement are particularly exposed to taxes. We plan ahead giving you options for tax mitigation.
Investment Planning
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
HOW?
Annuities
Asset Protection
Charitable Giving
College Funding
Deferred Income Annuity
Estate Planning
Fixed Indexed Annuities
Guaranteed Income Through Annuity Planning
Immediate Annuity
Income Planning
Investment Planning
IRA Legacy Planning
IRA & 401(K) Assets and Planning
IRA, 401(K) and 403(B) Rollovers
Lifetime Income Planning
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
HOW?
Cash Needs Planning
Critical Illness Insurance
Final Expense Life Insurance
Funeral Trust Insurance
Health Care Planning
Indexed Universal Life Insurance
Insurance and Mortgage Solutions
Life Insurance
Living Benefits Insurance
Long Term Care Insurance
Mortgage Protection Insurance
Short Term Major Medical Insurance
Personalized Portfolio Management
Tax Optimization Strategies
GIVE
Provide for the people and causes you care about the most.
HOW?
Income and Expense Analysis
Inflation Plan
Legacy Planning
Longevity Protection
Retirement Income Planning
Retirement Income Strategies
Safe Money Options
Social Security
Social Security Maximization
Spousal Plan
Tax-Efficient Strategies
Trusts & Estates
Wealth Management
Wealth Planning
Trusts & Estates
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it The Cox Strategic Wealth way.
Cox Strategic Wealth Location
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
