Broker Check

 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.

Business Planning

Structure a plan for retirement savings and attract key employees

Defined Contribution Plans

Defined Benefit Plans

401(k) Plans

Deferred Compensation Plans

Insurance

Seeking to ensure your family’s needs will be met well into the future

Insurance Portfolio Review

Term Life

Whole Life

Universal Life

Variable Life

Disability

Long Term Care

Key Man

Buy/Sell

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.

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