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GOLD COAST FINANCIAL PLANNING
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GOLD COAST FINANCIAL PLANNING
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GOLD COAST FINANCIAL PLANNING

4700 NW 2nd Ave #301
Boca Raton, FL 33431
Phone:
  • (561) 750-6759
Fax:
  • (561) 431-0540

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WELCOME TO GOLD COAST FINANCIAL PLANNING

Gold Coast Financial Planning is a fee-only financial planning and investment advisory firm. We provide objective, unbiased advice to individuals and families from all walks of life, on a one-time or as-needed hourly basis. We can provide you with a complete financial plan or assistance on specific topics, such as cash flow, mortgages, insurance, investments, college funding, retirement planning, tax strategies, and estate planning. 

Gold Coast Financial Planning was founded on the belief that quality, objective financial planning and advice should be available to people of all income levels.  Fee-Only means that we are compensated solely and directly by the client. We receive no commissions from the sale of products; no referral fees and we have no account minimums. 

In her insightful and well-written book, "I Haven't Saved a Dime, Now What?!", author Barbara Loos says this:

"Think of financial planners as money consultants. Their job is to look out for your money's best interests, not to sell you stuff. You should pay a planner for his or her time, either an hourly rate or a flat fee. They are called Fee-Only planners, and they have no financial incentive to recommend one investment over another."

We could not agree more.

Please take a look around our website and contact us if you have any questions, or if you would like to schedule a no-obligation Get Acquainted meeting.

Thank you for visiting Gold Coast Financial Planning.