Cox Wealth Management

CONNECT

Address:

878 3rd Street
Alpharetta, GA 30009

Phone:

800.296.8085

Fax/Other:

678.395.6140

Our Services

Retirement  Planning...projects how much money will be needed to fund retirement.  Based on the retirement you envision, John Michael will help design your total investment strategy.

Rollover Consulting...A rollover involves the movement of funds from one trustee to another.  Often this involves moving your assets from your employer's retirement plan to one or more individual IRAs.  This can result in much greater control over your assets, and a wider selection of investment options.

 Risk Management...involves an analysis of volatility and risk, and a plan to lessen exposure to the vagaries of the worldwide markets.  This can involve mutual funds, insurance, annuities, real estate trusts, and equipment leasing programs.

Inheritances...Significant lump sums and settlements should be invested carefully to maximize their value over the long term.  This can involve coordination with estate and tax advisors.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Mutual Funds
  • Fixed Annuities
  • Variable Annuities
  • Real Estate Trusts
  • Life Insurance
  • Long-Term Care Insurance
  • SEP and Simple IRAs
  • 401(k) Plans
  • Individual Retirement Accounts (IRAs), both Traditional and Roth
  • Succession Planning, Key Person Insurance, Buy-Sell programs
  • Estate Planning
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck