|
|
|
 Welcome!
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.
|
|
555 South Federal Hwy, Suite 210
Boca Raton, FL 33432
Phone 561-750-6759 Fax 561-431-0540
|
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offers to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.
|
| |
|
|
|
|
|
|