Retirement Planning for CoxHealth Physicians & Employees

We are a fiduciary team of advisors who specialize in serving CoxHealth physicians and staff. It’s all about integrated planning - investments, tax strategy, insurance and legacy planning. We take care of the details and help you maximize your wealth so you can fully enjoy life.

GET in Touch

Retirement Planning for CoxHealth Physicians & Employees

We are a fiduciary team of advisors who specialize in serving CoxHealth physicians and staff. It’s all about integrated planning - investments, tax strategy, insurance and legacy planning. We take care of the details and help you maximize your wealth so you can fully enjoy life.

GET in Touch
SCHEDULE CONSULTATION

Retirement Planning for CoxHealth Physicians & Employees

We are a fiduciary team of advisors who specialize in serving CoxHealth physicians and staff. It’s all about integrated planning - investments, tax strategy, insurance and legacy planning. We take care of the details and help you maximize your wealth so you can fully enjoy life.

GET in Touch
SCHEDULE CONSULTATION

Why CoxHealth Physicians & Employees Choose Us

Comprehensive, Seamless Planning

Investments, tax, insurance, and legacy — all coordinated so you have clarity and confidence at every step.

Your Portfolio — 403(b), 457 & Beyond

The entirety of your portfolio should be in sync. We help manage your employer retirement plans in addition to your personal accounts and investments.

Physician-Focused Expertise

Tailored strategies for the medical profession’s unique financial world. You deserve deep focus, not diluted advice.

Smart Tech, Human Touch

Real-time insights with best-in-class tools — always paired with expert guidance and personal connection.

How We Start Working Together

A clear, step-by-step process to help you retire with confidence, create reliable income, and reduce taxes – all with no pressure.

Step 1: Right Fit Call

A short, friendly call to get acquainted and see if working together makes sense. No pressure – just a chance to learn about your goals and share how we can help.

Step 2: Discovery

In a relaxed planning session, we’ll explore your priorities, your financial picture, and what retirement truly means to you – so we can build a plan around your life, family, and legacy.

Step 3: Behind-the-Scenes Analysis

Afterward, we’ll dig into the details – analyzing your numbers, uncovering tax opportunities, and crafting a strategy that supports your income needs and long-term goals.

Step 4: Your One-Page Retirement Plan

We’ll review a clear, personalized plan – all on a single page – showing exactly how to generate income, reduce taxes, and maximize the wealth you’ve built.

Step 5: Sleep Before You Sign

No rushed decisions here. You’ll have time to review the plan, reflect, and discuss. Then we’ll reconnect to answer any questions and decide together on next steps.

Step 6: Get Started with Confidence

When you’re ready, we’ll schedule a quick onboarding meeting and send secure digital paperwork – so you can move forward with clarity and peace of mind.
Physicians nearing retirement, planning next chapter
Early-career doctors building strong foundations
Busy specialists balancing earnings and family
CoxHealth leaders managing complex compensation
Medical professionals prioritizing legacy and impact

Physician-Focused Strategies for Lasting Wealth

We guide physicians who want a clear, organized roadmap for their wealth. We build a plan with tailored-to-you strategies. Your finances are taken care of with focus and expertise, not guesswork.

Common Questions We Help Physicians Answer

We guide physicians who want a clear, organized roadmap for their wealth. We build a plan with tailored-to-you strategies. Your finances are taken care of with focus and expertise, not guesswork.

How should I structure my CoxHealth 403(b) and 457 for retirement?

What path to retirement is best for my physician career?

How do I align my portfolio with my lifestyle needs?

Which long-term tax strategies fit high-earning physicians?

What insurance and liability protections are essential?

How do I design an estate plan that reflects my wishes?

Case Studies

Physician Nearing Retirement

A CoxHealth surgeon, early 60s, concentrated in 403(b)/457. We reduced costs, optimized taxes, and built a sustainable retirement income plan.

Mid-Career Physician Building Wealth

A hospitalist in her 40s, saving while paying debt. We expanded outside investments and positioned her for long-term growth.

Nurse Practitioner & CRNA Planning Ahead

A CoxHealth couple with young kids. We balanced college savings, retirement goals, and family priorities in a right-sized portfolio.

Executive Strategizing for Legacy

A department leader with complex compensation. We integrated benefits and assets, enhanced tax efficiency, and built a legacy strategy.

Physician Nearing Retirement

Mid-Career Physician Building Wealth

Nurse Practitioner & CRNA Planning Ahead

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab

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Qualifications & Experience

Our Team

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Resources

Physician’s Wealth Playbook

A step-by-step guide to help CoxHealth physicians maximize benefits and plan a strong financial future.

Lunch & Learn

Join Myles Jackson for a 15-minute Q&A. We will cover CoxHealth benefits, retirement, and more. We will come to you, providing lunch and answering your questions.

Ready to Talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab
7 Retirement Tax Mistakes to Avoid
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