What Are You Paying?
What Are You Getting?
Get a complimentary second opinion on your retirement strategy.
We’ll review your investments, fees, retirement income, taxes, Social Security and Medicare — and tell you what we think may be getting overlooked.
Our complimentary Second Opinion is available to individuals and families with $500,000 or more in investable assets.
DO YOU KNOW WHAT YOU’RE ACTUALLY PAYING?
A 1% advisory fee sounds simple.
But what about fund expenses? Platform fees? Insurance or annuity costs? Transaction expenses? And perhaps more importantly:
What are you receiving in return?
If you’re paying for comprehensive wealth management, your relationship should involve considerably more than picking investments and sending quarterly statements.
Who Will Review Your Plan?
Brandon M. Cox, CFP® is the founder of Coastline Complete Wealth, an independent, fee-only fiduciary financial advisory firm. As a CERTIFIED FINANCIAL PLANNER™ professional, Brandon specializes in helping retirees and families make better decisions around investments, taxes and retirement income.
Recognition and Professional Affilaitions
Here’s What We’ll Review
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YOUR TOTAL COSTS
We’ll help identify the advisory fees, investment expenses and other costs we can find so you have a clearer picture of what you’re actually paying.
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YOUR INVESTMENTS
We’ll look at your allocation, diversification, risk, expenses and whether the portfolio appears designed around your retirement needs.
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YOUR RETIREMENT INCOME
Where will your income come from? Which accounts should you use first? How much should remain outside the stock market?
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YOUR TAX STRATEGY
We’ll look for opportunities involving Roth conversions, capital gains, withdrawal sequencing and other tax-planning considerations.
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SOCIAL SECURITY & MEDICARE
We’ll look at how these decisions fit into the rest of your retirement strategy — rather than treating them as separate decisions.
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YOUR OVERALL FINANCIAL PLAN
Most importantly, we’ll look at whether all of these pieces are actually working together.
What Happens Next
Request a Second Opinion
Fill out the short form and tell us a little about yourself.
Have a Brief Conversation
We’ll schedule a short call to understand your concerns and confirm whether the review is appropriate.
Receive a Fresh Perspective
We’ll explain what appears to be working, what may deserve attention, and how the pieces of your retirement strategy fit together.
AT THE END, YOU’LL KNOW ONE OF THREE THINGS
You’re in good shape.
Great. You’ll have additional confidence in what you’re already doing.
There are a few things worth addressing.
We’ll show you what caught our attention so you can decide what to do about it.
There’s a better way to manage the whole picture.
If we believe Coastline could improve what you’re currently receiving, we’ll explain exactly how we’d approach it.
READY FOR A SECOND SET OF EYES?
Let’s find out what you’re paying — and what you’re getting.
This complimentary service is for individuals and families with $500,000 or more in investable assets.
255 New Riverside Village Way
Unit 202
Bluffton, SC 29910
Coastline Complete Wealth | Fee-Only Fiduciary Financial Advisor in Bluffton, SC | Also Serving Beaufort, Okatie, Hardeeville, Hilton Head, and Savannah
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