Featured on WHHI-TV’s Talk of the Town · October 2026
What does comprehensive wealth management involve? Brandon M. Cox joins host Robyn Zimmerman to discuss how financial advice extends beyond managing an investment portfolio.
The conversation explores how retirement income, tax planning, Social Security, Medicare, estate planning coordination, and investments work together. Brandon explains why your financial plan should guide your investment decisions and how Coastline Complete Wealth approaches planning for retirees and those preparing for retirement.
Watch the interview for Brandon’s perspective on bringing these decisions together.