Who We Serve

Planning that fits the situation. Pre-retirees, executives, business owners, professional women, widows, divorced women, and inheritors. Each conversation starts from where you actually are, not from a template.

Schedule A Consultation Call (954) 809-3553

Fiduciary CFP®
Fee-Based
Life-Stage Specialists
Independent

Planning Built Around Where You Actually Are

Every client sits in a specific life stage with a specific set of decisions in front of them. The plan for a pre-retiree five years from Social Security looks nothing like the plan for a widow reorganizing her household. Below are the seven groups we work with most, though most conversations cross two or three at once.

By Life Stage

Pre-Retirees

The 5 to 10 years before retirement, when the sequencing decisions get expensive. Roth conversions, Social Security timing, retirement account drawdown.

See Pre-Retiree Financial Planning ➟

Executives

Equity compensation, deferred comp, concentrated stock positions, and the tax choreography of a high-income career.

See Financial Planning For Executives ➟

Business Owners

Retirement plans for the company, personal planning around the business, and the eventual succession or exit.

See Financial Planning For Business Owners ➟

Inheritors

Managing a sudden increase in assets from an inheritance, including inherited IRA rules and the emotional side of the money.

See Financial Planning For Inheritors ➟

Financial Planning For Women

Professional Women

Career-driven planning that treats you as the primary financial decision-maker. Disability, equity, and executive-track topics included.

See Financial Planning For Professional Women ➟

Divorced Women

Rebuilding the plan after divorce. Account retitling, cash flow re-scoping, Social Security on an ex-spouse's record.

See Financial Planning For Divorced Women ➟

Widows

The specific work that follows a spouse's death. Survivor benefits, retitling, tax filing status, and the plan re-mapped to one household.

See Financial Planning For Widows ➟

Not sure which category fits? Most clients sit across two or three. The first conversation is where we sort out which pieces apply. Schedule a consultation or see the full services list.

GET STARTED

Request A Conversation

The first meeting is a conversation. We map what's going on, what matters most, and whether we're the right fit. In person in Boca Raton or Plantation, or by video from anywhere.

Find Us

Two offices, one team.

Boca Raton (Home Office)

1200 North Federal Highway, Suite 300

Boca Raton, FL 33432

(561) 210-7339

Monday to Friday, 8:30 AM to 4:30 PM ET

Plantation

7901 SW 6th Court, Suite 320

Plantation, FL 33324

(954) 809-3553

Monday to Friday, 8:30 AM to 4:30 PM ET

Serving

South Florida cities and neighborhoods

Palm Beach County

Boca Raton Highland Beach Delray Beach Boynton Beach West Palm Beach Palm Beach Palm Beach Gardens Wellington

Broward County

Plantation Fort Lauderdale Coral Springs Weston Cooper City Parkland Deerfield Beach Pompano Beach Davie Sunrise

Ready to talk?

The first meeting is a conversation, not a sales pitch. We'll talk about where you are, what you're working through, and whether Intercoastal is the right fit. In person in Boca Raton or Plantation, or by video from anywhere.

Schedule A Consultation