financial planning

Achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family, making sure children (or grandchildren) get an education, building a legacy...

For most Americans, these are extremely important issues. But many of us feel unprepared and ill-equipped to deal with all of them in a coordinated, knowledgeable way. And without an integrated financial plan, your investments and other resources are most likely not aligned with your vision for the future. As a client of Palmetto Coast, your strategic plan creates the context for your long-term strategy and the structure for every financial decision you make. Your plan can help answer questions like:

  • Can I retire, or leave my job and pursue another passion?
  • Will I be able to maintain my same lifestyle when I retire?
  • If I live to be 105, will my money last?
  • If the market tanks, will I have enough money?
  • How can I make my investments more tax-efficient?
  • Will my family be okay if I die?
  • How will I fund my kids’ education?
  • How can I transfer my wealth to the next generation?


Imagine how liberating it can be to answer some of these questions. When your plan is in place, with us guiding you through every step of its implementation, we believe you’re going to feel energized, organized, and overall better about your financial life.