Bruce E Cox CPA has been in the Financial Services Industry for more than 35 years. He has worked with high net worth individuals, entrepreneurs and small business executives, corporate executives, Public and Privately held companies, venture capitalist, Doctors, Realtors, Lawyers, Accountants and Investment Bankers, helping them to create wealth, keep it and pass it on to the next generation.
He founded the Retirement-Toolbox LLC in 2010 with a focus on Tax-Free Retirement Plans and High yield Alternatives to Bank CDs.
Each of these Safe Income Strategies are focused on keeping your money safe, paying more than Bank CDs, Money Markets and U.S. Treasuries, without the gut wrenching downside risk and volatility of Stocks Bonds and Mutual Funds.
These Strategies Work. During the Financial Market melt down of 2008 and 2009, none of our clients lost money using these strategies due to market volatility.
Their money was safe and secure. Their income was steady and reliable.
- JoinedJuly 2012
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