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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 The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy.  The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.

Financial Health

What Is Financial Health? Financial health is a term used to describe the state of one's personal monetary affairs. There are many dimensions to financial health, including the amount of savings you have, how much you’re putting away for retirement, and how much of...

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Why Financial Literacy Is So Important

Few are prepared as financial decision-making grows more complex Many consumers have little understanding of finances, how credit works, and the potential hit to financial well-being that poor financial decisions can create for many, many years. In fact, a lack of...

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Should COVID-19 Change Your Retirement Strategy?

What to do now, as the pandemic surges yet again in the U.S. COVID-19 is once again raging throughout the U.S., and in much of the world it has never stopped doing so. Safe and highly effective vaccines are available, but not everywhere, and even where they are, not...

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What Will Long-Term Care Cost You?

Most people over 65 will eventually need some form of paid care. Here are some ways to plan ahead. Many people are frightened of long-term care costs — for good reason. Most people over 65 eventually will need help with daily living tasks, such as bathing, eating or...

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4 ways to save enough now to retire in 10 years

If you want to retire in the next 10 years, lower your spending and increase your income. Paying off debt can give you more money to save and invest, and free up your budget later. Increasing your income with a raise or side hustle could give you more money to save....

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When It’s Time to Stop Saving for Retirement

Going from saver to spender is mostly a matter of psychology It's Time to Wind Down You've done all the right things—financially speaking, at least—in saving for retirement. You started saving early to take advantage of the power of compounding, maxed out your 401(k)...

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When It’s Time to Stop Saving for Retirement

Going from saver to spender is mostly a matter of psychology It's Time to Wind Down You've done all the right things—financially speaking, at least—in saving for retirement. You started saving early to take advantage of the power of compounding, maxed out your 401(k)...

read more

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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.