Life happens - take care of what's important.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett, investor
Enjoy life's possibilities; make it happen. Solutions, planning, tax advantages, estates.
With over 25 years in financial services, I have a wealth of knowledge and resources to offer my clients. As a broker, I have direct access to products from all of the major banks and insurance companies.
Because money is hard to earn, I ensure that I'm doing what's in the best interest of my clients. I'm not required to put my business with one company, nor am I employed by any company. I work for my clients.
Coast Management's approach involves a team of professionals with complementary backgrounds and skills working together to always find the best solutions for our clients. We will work with your professionals: accountants, lawyers, etc. or suggest professionals that we have worked with before. We also utilize a fully integrated wealth management company for additional operational support and industry expertise.
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