What Is Comprehensive Wealth Management?
Brandon M. Cox, CFP®, founder of Coastline Complete Wealth and author of Lowcountry Retirement, explains how financial advice has evolved beyond investment management. Brandon discusses comprehensive wealth management, including retirement income planning, proactive tax planning, Social Security, Medicare, estate planning coordination and investments—and why a financial plan should drive investment decisions, not the other way around.
Coastline Complete Wealth is an independent, fee-only fiduciary financial advisory firm located in Bluffton, South Carolina, helping retirees and those approaching retirement throughout the Lowcountry.
Learn more about Coastline Complete Wealth: www.coastlinecw.com
Straight Talk on Retirement: www.coastlinecw.com/straight-talk-on-retirement
Brandon M Cox, CFP®
Coastline Complete Wealth
843-379-1300
http://www.CoastlineCW.com
Info@CoastlineCW.com
255 New Riverside Village Way, Unit 202, Bluffton, SC 29910
Talk of the Town Hosted by Robyn Zimmerman
October 2026
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