Personal Financial Planning

Achieving your financial goals takes patience and planning to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or investing for retirement, having a trusted financial advisor can support and guide you to make solid decisions that turn life goals into reality.

Holistic financial planning is integral to everything we do at Coastal Wealth. Using innovative technology paired with a hands-on people-first approach, we make your money work harder and smarter for you.


Annuities and IRAs
Annuities Overview Deferred Fixed Annuities Guaranteed Interest Income Annuities Guaranteed Income Variable Annuities Market Exposure Fixed Index Annuity Market Protection Individual Retirement Accounts
Tax-advantaged Savings
Whole Life Insurance Lifetime Value Long Term Care Insurance LTC Expenses
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Life insurance
can be the foundation of your financial security and can provide comfort and stability for your family. The purpose of life insurance is to help provide your loved ones with financial protection after you die, in exchange for the premiums you pay to your insurer during your lifetime. Some life insurance policies can provide you with financial protection for the short term, while others accumulate cash value, offering a living benefit that can be used for supplemental retirement income, funding for a child's education, or cash for emergencies.
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We all make promises
We promise to keep our families safe and secure even after we’re gone. We promise to give our children all the benefits of our own success. We promise ourselves that their future will be free from financial worries. In essence, estate planning can be the single best way to make certain the promises you make are promises you keep.
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For most families, paying for college is a major commitment that involves piecing together a combination of savings tools, including 529 plans, taxable investments, financial aid and, in some cases, even permanent life insurance
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Please provide us with the following information and
we will connect you to a financial advisor.

4770 Biscayne Boulevard

Miami, Florida, 33137

(305) 377-8999