After selling his business, Robert Cox was ready to move into the next chapter of his life — one focused less on running a company and more on enjoying the rewards of a lifetime of hard work. But with that transition came a new kind of challenge: managing the financial complexity that often follows the sale of a business.
As a long-time MGA client, Robert didn’t have to look far for trusted guidance. The MGA team had already supported him and his business partner through the sale of their company in 2018, helping them navigate the many tax and financial considerations involved in such a significant transaction. When it came time to manage the proceeds and prepare for retirement, MGA was ready to step in once again, this time through the expertise of Partner Michael Miller.
“I wanted to be able to relax and enjoy my retirement without worrying about my finances,” Robert shares. “I was in the insurance business, but the investment world is a little more complex to me. Michael has taken the complex investment world and made it fairly simple. In fact, he’s allowed both me and my wife to not even think twice about it.”
With Michael’s help, Robert has been able to take a confident, hands-off approach to his retirement finances. He trusts MGA to make thoughtful, strategic investment decisions aligned with his goals and risk tolerance. What stands out most to him is the personal connection. Michael takes the time to listen first, to understand before advising. That relationship of trust and genuine care is what Robert says makes all the difference.
“MGA is not a typical accounting firm. Everyone I’ve worked with at MGA, from Paul Grossbard on the sale of our business to Michael Miller on managing my personal finances, gets to know you and understands your particular wants and needs. Then they tailor their recommendations to your specific desires. You don’t get that same treatment when working with larger accounting firms. This is the magic of MGA.”
Today, Robert enjoys his retirement with peace of mind, knowing his financial future is in capable hands. The partnership with MGA has allowed him to focus on what matters most: spending time with his family, pursuing his interests, and embracing this new chapter without financial stress or uncertainty.
How MGA Supports Robert Cox:
- Retirement and wealth planning for long-term security
- Strategic investment management and portfolio oversight
- Tax guidance and estate planning alignment
- Personalized advisory rooted in trust and understanding
With MGA’s proactive approach and personal touch, Robert continues to move forward confidently, knowing his wealth and legacy are well cared for.
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