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(561) 210-7339
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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

Financial Planning for 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 ➟

Financial Planning for Executives

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


See Financial Planning For Executives ➟


Financial Planning for Business Owners

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


See Financial Planning For Business Owners ➟


Financial Planning for 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

Financial Planning for 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 ➟

Financial Planning for 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 ➟

Financial Planning for 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.

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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.

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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

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