Working for your Financial Security
Todays' investment climate offers unprecedented opportunities. At Coast Financial Wealth Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1.) A clear understanding of their financial goals
2.) A well-defined roadmap for achieving those goals
3.) Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conversation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long -term objectives. On our site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight product designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our site often , as our content is constantly changing. For help with your financial management, or for more information on Coast Financial Wealth Management, contact us today at (941) 629-8927 or via email at carl.gerace@ceterafs.com.
Newsletters
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.