Specialty Departments and Services
.Wills & Trusts
.Power of Attorney
.Health Care Directive
.Inheritance & Taxation Planning
.Wealth Accumulation &Transfer
.Term Life Insurance
.Permanent Life Insurance
.Business Continuation Insurance
.Business Buy-Sell Agreements
.Disability Income Insurance
.Final Expense Planning
.Long-Term Care Expense Planning
.Mortgage Life Insurance
RETIREMENT INCOME PLANNING
.Income Planning for Retirement
.Social Security Maximization
.IRA/401k Rollover Expertise
.Asset Distribution Planning
.Tax Reducing Strategies
.Child Special Needs Planning
.Surviving Spousal Income Planning
.Non-Roth to Roth IRA Conversions
Welcome to Gulf Coast Financial Group
Throughout the course of our relationship, we provide unparalleled levels of personal support to our clients through comprehensive;
. Face-to-face confidential consultations
. Customized analysis and plan design
. Personalized recommendations
. Educational Client Workshops
. Continued monitoring of our progress toward achieving your goals
In an ever changing financial world, it's important to keep your income, savings, and retirement plans fresh, up to date, and always moving in a forward direction with safety by design while working with professionals that truly care about your needs!
With over thirty years of experience, our company enjoys the distinct benefit of being an independent firm with no proprietary products to push. We pride ourselves on "Safe Money Solutions" for all of our clients, and our team based approach ensures we will provide the best solutions for all of your financial goals. Our Financial Centers, located throughout the Gulf Coast of Florida, are available for your convenience and offer free, no obligation consultations, financial reviews, analysis, fresh ideas, and professional recommendations that will make sense to you for the long term.
HOURS & LOCATION
2121 W. First St.
Fort Myers, FL 33901
Monday - Friday
8:30 am to 5:30 pm
Evenings and Weekends
"ALWAYS FREE WITH NO-OBLIGATION"
EDUCATIONAL WORKSHOPS ARE DESIGNED TO GIVE YOU THE TOOLS YOU NEED TO MAKE SOUND FINANCIAL DECISIONS AND INCLUDE THE FOLLOWING TOPICS:
RETIREMENT INCOME PLANNING
INSURANCE NEEDS PLANNING
WEALTH TRANSFER OPTIONS
IRA/401K ROLLOVER SERVICES
"SAFE MONEY" GROWTH SOLUTIONS
TAX REDUCTION STRATEGIES
SOCIAL SECURITY OPTIMIZATION
BUSINESS SUCCESSION PLANNING
SPECIAL NEEDS FAMILY PLANNING
and much more...
WE HAVE ANSWERS..
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Thought Provoking Ideas
"Why pay taxes every year on money you are not using?"
Many clients that come to us are fed up with the volitility of the stock market,
the on-going fees, expenses, promises they can't afford to wait for, only to have to weather another market correction.
More often, we can recommend safe solutions to guarantee your money will
be there when you want or need it with our exclusive "Safe Money Solutions" Programs.
Not happy with the returns on your IRA, 401K, Savings, or CD's? Call one of our Representatives today and let us show you a better way to grow your savings safely and without the risky stock market.
Consider the power of tax deferral along with compound interest growth - here's an example;
Institution "A" offers a 4% rate of return for 10 years with no tax deferral. Assuming a 28% tax bracket, a $100,000. deposit would grow to $132,834.09
Institution "B" offers the same 4% rate of return with tax deferral, your account balance after 10 years would be $148,024.43
YOUR ACCOUNT EARNED AN ADDITIONAL $15,190.34 OF INTEREST!
With our exclusive "Safe Money Solutions" your financial assets will always be moving in a positive direction regardless of stock market conditions. No more stock market volatility, waiting years to recover losses, the risk of losing profits, and paying never ending fees, expenses, and commissions for unacceptable, unknown, and unpredictable performance.