At California Coast, we are committed to the credit union mission of “people helping people.” We know that the only reason we exist is to serve our members, and it affects every decision we make.
I offer comprehensive financial planning services to individuals and small business interested in tax, retirement and investment planning.
Employee benefits solutions and communication
Provide tax planning and preparation services to individuals, businesses, non-profit organizations, trusts and estates.
Business, Workers Compensation, Auto, Home, Life, Pet, Liability, Jewelry, motorcycle, dune buggy, boat, golf cart
We specialize in creating custom financial strategies and insurance solutions for retirees & pre-retirees, including Medicare and LTC options. We offer complimentary consultations & portfolio reviews.
As an independent fiduciary in investment management.
Happy to be in assistance you with Managing your Cash flow and Debt, Create an Emergency fund, Proper protection (Business or Personal), and Help you build Wealth and Preserve your Assets.