Services
Our Services
How We Work
The advisors at Intercoastal Wealth Planning offer a broad range of services to meet your wealth management needs. Our team offers comprehensive financial planning designed to identify gaps and risks in your current strategy that could prevent you from reaching your objectives.
The services we offer include but are not limited to:
A customized roadmap to address income needs, lifestyle goals and aspirations
- Personalized Recommendations
- Asset Allocation
- Asset Protection
- Wealth Management
- Retirement Planning
- Income Planning
- Divorce Planning
- Estate Planning
- Education Planning
- 529 Plans
- UTMAs/UGMAs
- Net Worth Analysis
- Cash Flow Analysis
- Cash Management
- IRAs and 401(k) Rollovers
- Insurance Portfolio Review
- Tax Planning & Strategies & Preparations
- Charitable Planning
- Special Needs Planning
- Intergenerational Wealth Transfers
- Family Limited Partnerships
Investments
Experienced advice and guidance to help you seek to maximize strategies and performance to pursue your financial needs
Stocks
Mutual Funds
Bonds
CDs
Insured Money Markets
Exchange Traded Funds (ETF’s)
Separately Managed Accounts
Preferred Stock
Annuities
Structured Notes
REITs
Public Oil and Gas Limited Partnerships
Managed Futures
401(k)s.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
admin@intercoastalwealth.com | (561) 210-7339