Our Services
Retirement Income Strategies
Develop a strategy to help you avoid outliving your savings.
Wealth Accumulation
Take advantage of compound interest and conservative strategies to grow and protect your assets.
Asset Protection
An important part of your retirement plan is protecting your assets from potential lawsuits. We look at all parts of your plan to make sure everything is protected.
Tax Minimization Strategies
You'll pay less in taxes once you retire, right? Not necessarily. Plan ahead to avoid paying more than you need to.
Long Term Care Strategies
Develop a strategy to help you avoid outliving your savings.
Estate Planning
Preserve your wealth, providing peace of mind by securing your financial legacy for future generations.
Health Care Protection
Safeguard your health and well-being, ensuring that you and your loved ones are covered.
IRA & 401(k) Rollovers
We'll help you determine if a rollover is right for your retirement income goals.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
We are committed to upholding the following as your advisor:
- Giving you access to the most current and effective planning strategies in the industry
- Providing unbiased, independent advise for your unique retirement needs
- Always being available to answer questions and address concerns
- Full access to the advisors in our firm
- Committed to keeping your assets safe, while growing your net worth
Our Approach in Retirement Planning Consists Of:
- Taking great concern of how your funds are allocated as to minimize overall risk. This is known as risk management
- Making sure our clients will never outlive their income and will always be able to maintain their optimal level of living
- Establishing ways to eliminate unnecessary tax burdens through proper estate planning
- Always maintaining a high level of courtesy and trust
Develop A Strategy to Avoid Outliving Your Savings!
At West Coast Financial Services, we know how important it is to get a complete view of your financial picture, including how your assets integrate and work with one another. That’s why we take the time to get to know you and your unique financial situation. Using our Retirement Navigator process, we’ll help create a customized retirement plan to meet your goals and needs.
