Retirement Planning for CoxHealth Physicians & Employees

We are a fee-based fiduciary team serving CoxHealth physicians and staff. With integrated planning — investments, tax, insurance, and legacy — we ensure your wealth is maximized with purpose.

Retirement Planning for CoxHealth Physicians & Employees

We are a fee-based fiduciary team serving CoxHealth physicians and staff. With integrated planning — investments, tax, insurance, and legacy — we ensure your wealth is maximized with purpose.

Retirement Planning for CoxHealth Physicians & Employees

We are a fee-based fiduciary team serving CoxHealth physicians and staff. With integrated planning — investments, tax, insurance, and legacy — we ensure your wealth is maximized with purpose.

Why CoxHealth Physicians & Employees Choose Us

Comprehensive, Seamless Planning

Investments, tax, insurance, and legacy — all coordinated for clarity and confidence at every step.

Your Portfolio — 403(b), 457 & Beyond

We guide your CoxHealth 403(b) and 457 alongside outside assets for a retirement plan that works in sync.

Physician-Focused Expertise

Tailored strategies for the medical profession’s unique financial world — 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 seeking a clear, organized roadmap for wealth — built with confidence, not guesswork.

Common Questions We Help Physicians Answer

We address the complex financial questions physicians face — from retirement planning to tax, insurance, estate, and legacy strategies.

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

What’s the best retirement path 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

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*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

Myles Jackson

Vice President, Wealth Advisor
,

Qualifications & Experience

  • BS in Finance, Corporate & Investments - Missouri State University

Our Team

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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