CONNECT

Address:

4700 NW 2nd Ave #301
Boca Raton, FL 33431

Phone:

(561) 750-6759

Fax/Other:

(561) 431-0540

Services

The one constant in our lives is that it will change. A new job, marriage or divorce, buying a home, an unexpected illness, an inheritance, retirement and a hundred other changes in our lives. We make choices to manage these changes but sometimes we need help to ensure that our choices are the right ones. Many of these changes involve financial decisions and planning, so everyone needs financial advice at some point.

Gold Coast Financial Planning is proud to offer a wide variety of financial services to individuals and families. What we offer is professional, unbiased advice and financial education. Our clients come from all walks of life. We work with people just starting out on their financial planning journey, to the sophisticated do-it-yourself investor. Some clients utilize our services for small questions; others use us for larger, more comprehensive projects. Either way, you are always in control of the services and costs at Gold Coast Financial Planning. You choose the advice you need. You pay for the advice you choose.

Typical every day questions we hear from our clients include:

  • Am I saving enough to meet my retirement goals?
  • Are my investments allocated appropriately for my goals?
  • How much should I be saving for my children's education?
  • What are the best investments for retirement and education saving?
  • Is now the time to reallocate my investments?
  • Should I put my extra income toward savings or debt?
  • Do I have proper insurance coverage for all areas of my life?
  • How much life insurance is appropriate at this stage of my life?
  • Do I really need a Will? What other documents are appropriate?
  • How do I ensure my assets will reach my chosen family members?
  • Am I taking full advantage of my employee benefits?
  • Are there ways I can minimize my income taxes?

To help you reach these important goals, our services include: 

  • Personalized Financial Planning – We perform an in-depth review of your financial life including your income, expenses, net worth, debt, investments, insurance, taxes, retirement and college funding and estate planning.
  • Retirement Planning Strategies – We forecast benefits and costs, evaluate distribution options, and analyze the investments in your current retirement plan considering your risk tolerance and investment horizon.
  • Investment Planning – We develop personalized investment plans and asset allocation strategies and educate you about different investments.
  • Tax Planning and Tax Preparation – We help maximize your after tax returns utilizing legitimate opportunities for tax reduction and can also prepare your income tax returns.
  • Cash Flow Spending Plan – We assist you in developing a budget and coach you in reducing debt.
  • College Funding Advice – We calculate costs, analyze different college saving opportunities and set realistic savings goals for your family.
  • Insurance Planning – We analyze your need for life, disability and health insurance and make recommendations as appropriate.
  • Estate Planning – We help you understand your estate planning needs, discuss your options and, if necessary, can recommend legal counsel to complete your documents.
  • Second Opinions – We provide peace of mind to “do-it-yourselfers” by offering second opinions on current investments and financial plans.
  • Financial Seminars & Education – We can speak to your company, church, or organization to provide advice and information on employee benefits, investment philosophies, and other financial matters.

 

Please read about Our Process – then Contact Us to schedule your complimentary, no obligation Get Acquainted Meeting where we will discuss your financial objectives and determine the services that can help achieve your goals.


Now is the time to act. In the words of Mark Twain, “Twenty years from now you will be more disappointed by the things you did not do, than by the things you did do.”