Robert Cox, CF2

About Robert Cox

Robert L Cox Jr.  RICP© CFF©  is a retirement planning specialist focusing on client’s needs in asset protection,  lifetime income strategies, legacy planning , long term care planning and also Medicare planning.
Robert emphasizes to prospective clients that “Time is either your friend or your enemy  in retirement planning.  Lets make it your friend”.  It’s a phrase heard by past attendees of his hundreds of workshops held in the metro Atlanta area and he continues that practice today.
“All financial planning leads to retirement planning”.   Robert believes in creating the best client plan and its never accomplished in less than 3 to 4 meetings.  Knowledge is key and he feels his time invested in learning all areas of retirement planning  allows him to address not just the future income needs of the client but also the potential healthcare costs too.   Wealth and health are connected in his planning.
Robert holds the SEC Series 65 license and is a graduate of the Retirement Income Certified Professional (RICP) program through the American College of Financial Services. In addition to being a Certified Financial Fiduciary, he also is a licensed Medicare Advisor and assists his wife Angela Cox, a Medicare advisor, who leads that part of their practice.      Robert and Angela reside in Suwanee, GA with their 2 daughters.  Robert is a past president of the Atlanta Junior Chamber of Commerce (Jaycees), past HOA president, and currently serves as membership chair for the Duluth Business Association.