We are a comprehensive wealth management and estate planning firm. We offer estate and legal planning, investment and retirement advice, insurance-based solutions, tax reduction strategies, and alternative investment opportunities for increased diversification. Estate Planning, Wills, Trusts, Health Care Directives, Employment Law, Real Estate Law, Contracts, and more.
Personalized investment portfolio design using traditional and alternatives asset classes, often utilized among the 'smart' money. Asset protection, life insurance, long term care, lifetime income, and multi-generational wealth creation. Tax Deferral Strategies, 1031 Exchanges, DSTs, Conservation Easements, IDC Write Offs, REIT Income Advantages, Roth Conversion Strategies, and more.
Further diversify your portfolio with non-correlated, non-traded, direct, alternative investment opportunities for growth and/or income. Aggregate your investment accounts, bank accounts, credit cards, - all of your assets, less your liabilities to equal your net worth.
Personalized investment portfolio design using traditional and alternatives asset classes, often utilized among the 'smart' money. Asset protection, life insurance, long term care, lifetime income, and multi-generational wealth creation. Tax Deferral Strategies, 1031 Exchanges, DSTs, Conservation Easements, IDC Write Offs, REIT Income Advantages, Roth Conversion Strategies, and more.
Further diversify your portfolio with non-correlated, non-traded, direct, alternative investment opportunities for growth and/or income. Aggregate your investment accounts, bank accounts, credit cards, - all of your assets, less your liabilities to equal your net worth.
Services
Wealth Management aims to produce the best possible investment returns consistent with the client's level of risk tolerance while minimizing the tax impact on those returns.
Wealth Transfer intends to facilitate the most tax-efficient way to pass assets to succeeding generations, and to do so in a way that meets the client's wishes.
Wealth Protection is geared toward protecting the client's wealth against potential creditors, litigants, children's spouses and potential ex-spouses, as well as protecting the client against catastrophic loss.
Wealth Transfer intends to facilitate the most tax-efficient way to pass assets to succeeding generations, and to do so in a way that meets the client's wishes.
Wealth Protection is geared toward protecting the client's wealth against potential creditors, litigants, children's spouses and potential ex-spouses, as well as protecting the client against catastrophic loss.
The primary goal is to ensure that your estate plan accurately reflects your desires and safeguards your wealth.
The process of estate planning is not a one-time transaction.
It is an ongoing relationship throughout the years as life events continue to take place.
It is important to have an effective estate plan that helps to accomplish your goals for wealth transfer & wealth protection.
Services Offered: Estate Planning, Wills, Trusts, Advanced Health Care Directives, Durable Power of Attorney, Conservatorships, Probate and Trust Administration, Employment Contracts, Real Estate Law, Securities Law, and more.
The process of estate planning is not a one-time transaction.
It is an ongoing relationship throughout the years as life events continue to take place.
It is important to have an effective estate plan that helps to accomplish your goals for wealth transfer & wealth protection.
Services Offered: Estate Planning, Wills, Trusts, Advanced Health Care Directives, Durable Power of Attorney, Conservatorships, Probate and Trust Administration, Employment Contracts, Real Estate Law, Securities Law, and more.
Based on your investor profile, an investment plan is custom designed for the accumulation phase of your life.
You are encouraged to save monthly, with the objective of investing and growing your net worth.
During your distribution phase of life, or retirement, when you will be looking to receive passive income, your golden years are best spent without the worry of running out of money.
An estate plan is pertinent in any retirement plan.
It ensures that your family and financial goals are met before and after you die.
You are encouraged to save monthly, with the objective of investing and growing your net worth.
During your distribution phase of life, or retirement, when you will be looking to receive passive income, your golden years are best spent without the worry of running out of money.
An estate plan is pertinent in any retirement plan.
It ensures that your family and financial goals are met before and after you die.
Our team goes well beyond the traditional asset allocation of the commonplace financial advisor group.
When we construct a portfolio, we are looking to build a portfolio of strategies.
We look for those strategies to be managed by a specialist in each category, or managed by a disciplined set of time-tested rules.
My first job in this business was on an agency trading desk in 1995, during the dot com mania.
I witnessed a lot of different investing styles and studied who built tremendous fortunes and who lost their shirt.
When we construct a portfolio, we are looking to build a portfolio of strategies.
We look for those strategies to be managed by a specialist in each category, or managed by a disciplined set of time-tested rules.
My first job in this business was on an agency trading desk in 1995, during the dot com mania.
I witnessed a lot of different investing styles and studied who built tremendous fortunes and who lost their shirt.
Gold Coast Financial Group has created strategic alliances to help you protect your family, business, and assets.
Asset Protection is an important aspect in your wealth accumulation and distribution phases.
It can take on many forms with regard to its definition.
Our Wealth Management Division uses tactical and capital preservation strategies in an effort to manage risk and protect your assets from the drawdowns in the markets.*
Our Estate Planning Department can use legal structures to make every effort to protect your assets from creditors.*
Asset Protection is an important aspect in your wealth accumulation and distribution phases.
It can take on many forms with regard to its definition.
Our Wealth Management Division uses tactical and capital preservation strategies in an effort to manage risk and protect your assets from the drawdowns in the markets.*
Our Estate Planning Department can use legal structures to make every effort to protect your assets from creditors.*
Reviews
Be the first to review Gold Coast Financial Group.
Write a Review
