Lowcountry Retirement

A Fiduciary’s Perspective on Retirement Income, Taxes, and Financial Planning

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Straightforward Guidance

No jargon. Just clear answers.

Fiduciary Perspective

Written from a fiduciary’s point of view

Lowcountry Relevance

Made for the life you’ve built.

Real-World, Practical

Ideas you can actually use.

READ TWO CHAPTERS FREE

See what Lowcountry Retirement is about before you buy the book

Chapter 2

The Lowcountry Paycheck

Learn how to turn your savings into steady income through market swings.

Chapter 3

The Wall Street Pay Cut

Learn how lower fees and smarter investing can preserve more wealth

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“This isn’t about chasing returns; it’s about giving you the permission to spend what you’ve spent your life building.”

— Brandon M. Cox, CFP®

You Worked Hard for the Lowcountry Lifestyle. Now, Learn How to Live It.

You've spent decades in “Saver Mode.” But crossing the finish line is only the first half of the journey—shifting from accumulating wealth to actually living off of it is a completely different navigation.

Lowcountry Retirement isn't about chasing returns. It's about building a framework that gives you permission to spend what you've spent your life building.

Whether you're five years from the dock or already out on the water, the book tackles the questions that matter: “Am I going to be okay?” and “How do I actually use this?”

  • Retirement income strategies

  • Tax planning ideas that may help you keep more

  • Medicare, Social Security, and long-term care

  • Estate planning and legacy decisions

  • A practical roadmap to confidently live it

    1. The Saver’s Hangover

    2. The Lowcountry Paycheck

    3. The Wall Street Pay Cut

    4. The Tax Map

    5. Paying Taxes Now — Roth Conversions

    6. Protection: Medicare, LTC and Liability

    7. The Social Security Anchor

    8. Coastal Legacies — Trust or a Will?

    9. The 401(k) Generation

    10. The Coastal Compass

Brandon M. Cox, CFP®

AUTHOR & FOUNDER COASTLINE COMPLETE WEALTH

Brandon is the founder of Coastline Complete Wealth in Bluffton, South Carolina. He has dedicated his career to a single pursuit: serving retirees by removing the conflicts of interest and complex products that often plague the financial industry.

As a CERTIFIED FINANCIAL PLANNER® professional, he follows a fiduciary standard and puts his clients’ interests first.

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