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ABOUT US

Specialty Departments and Services

ESTATE PLANNING

 

.Wills & Trusts

.Charitable Giving

.Power of Attorney

.Health Care Directive

.Inheritance & Taxation Planning

.Wealth Accumulation &Transfer

 

 

  

INSURANCE SERVICES

 

.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

.Pension Maximization

.Social Security Maximization

.IRA/401k/TSP Rollover Expertise

.Asset Distribution Planning

.Tax Reducing Strategies

.Child Special Needs Planning

.Surviving Spousal Income Planning

.Roth IRA Conversions

 

Thought Provoking Ideas
Welcome to Gulf Coast Financial Group
Our Mission

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 State of Florida, are available for your convenience and always 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
Corporate Office:
 

2121 W. First St.

Fort Myers, FL 33901

info@GulfCoastFinancialGroup.com

 

Tel:  239-257-5769

Fax: 888-457-7301

Hours
 

Monday - Friday 

8:30 am to 5:30 pm

 

Evenings and Weekends

by Appointment

"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...

HAVE QUESTIONS?

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"Why pay taxes every year on money you are not using?"

Not happy with the returns on your IRA, 401K, TSP, Savings, or CD's? Talk with of our Representatives today and let us show you a better way to grow your savings safely without the risky stock market.

 

 

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.

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 SIMPLY BY JUST HAVING IT IN THE RIGHT FINANCIAL INSTITUTION!

 

 

    

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.

© 2021 by Gulf Coast Financial Group, LLC     >>>     www.GulfCoastFinancialGroup.com

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