Our Portfolios
The Coast Lifetime Income Portfolio
is our flagship portfolio concept.
It represents a customizable retirement income planning strategy, providing stable income and growth.
Retirement
If you are coming up on retirement or already retired, Coast Wealth is here to help you with your retirement income needs.
401k's
If you've left your employer, there are more reasons to do a rollover than to keep it here. If you have a business want to offer 401k's to your employees, we can help with that too.
Insurance
Coast Wealth has strategic partnerships to offer you a full range of insurance; Medicare, Life Insurance, Medical, Dental, Long Term Care, & More.
Planning
Retirement is a long road but it does need to begin. If you are younger and looking to get started with your investment/retirement journey, we will build a sound plan for you.
What we do
We're here to help you at every turn of your financial planning. Whether you are starting out or retired, we have all the tools needed.
ARE YOU IN TOUCH WITH YOUR RISK TOLERANCE?
The Color of Money Risk Analysis is a dynamic questionnaire that consists of 11 questions about your financial life. In just a few minutes, the analysis delivers a risk score and brief explanation of your risk profile. Armed with your score, the next step is to determine if your current assets are properly aligned with your risk tolerance.
Proudly Partnered With
We are proudly partnered with Success Wealth and Charles Schwab for your investment needs. For insurance, we utilize Charter Financial Group, powered through American Senior Benefits.
GET A FREE CONSULTATION
Working with us is easy. We make sure you understand what you have, the risk you're taking, and what your options are.
There's never no obligation or cost to meet or talk with us. We can chat on the phone/zoom for an initial review, come to your home, or you can visit our Myrtle Beach office.
