Brandon Cox (CFP®)
Brandon Cox focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Baby Boomers
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
My practice is focused primarily on helping retirees and families approaching retirement manage the financial complexities that come with this stage of life. My three primary areas of focus are tax planning, retirement income planning, and comprehensive wealth management. We help clients determine how much they can comfortably spend in retirement, where that income should come from, and how their investment, tax, Social Security, Medicare, and estate planning decisions work together. Tax planning is a significant part of our work. We look beyond the current tax year for opportunities involving Roth conversions, capital gains, required minimum distributions, charitable giving, Medicare IRMAA, and the potential tax consequences of eventually losing a spouse. Our goal is to bring all of these decisions together into one coordinated retirement strategy rather than managing investments, taxes, and income as separate issues.Additional Information
Brandon Cox, CFP® is the founder of Coastline Complete Wealth and has worked in financial services since 2010. He focuses primarily on helping retirees and families approaching retirement make the transition from accumulating wealth to using it confidently. Brandon lives in Savannah, Georgia with his wife, Amanda, and their family. Outside the office, he enjoys boating, offshore fishing, and spending time on the water throughout the Lowcountry. He is also the author of Lowcountry Retirement: A Fiduciary’s Perspective on Retirement Income, Taxes, and Financial Planning, written specifically for retirees and future retirees navigating the financial decisions that come with retirement.NAPFA Start Date
August 17, 2026
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