It’s Your Future: Build a Financial Picture That Fits Your Goals
West Coast Financial Services was built with a simple objective in mind: to become a complete retirement planning organization that provides relationships and services for our clients to and through their retirement. We provide a professional, yet personal service that navigates clients into the safe harbor of financial security, allowing them to enjoy a peaceful and worry-free retirement.
How Our Process Works
Discover
Schedule a meeting with us and discover what your ideal retirement looks like.
Evaluate
We’ll examine your current financial situation and share our planning recommendations for you to best reach your financial goals
Enjoy
Receive a custom strategy to help you reach your unique retirement goals.
We focus on 6 Critical Parts of your Retirement
Retirement Income
Estate & Legacy
Health Care Protection
IRA Planning
Wealth Management
Tax Planning
Hear From Our Clients
I have been working with Greg Brown for more than 15 years. He is very knowledgeable and reviews your investments to make sure you are getting good returns. His office staff is very helpful and friendly.
Irma H.
We have done business with several companies providing similar functions. None has provide the personal attention focused on our interest. West Coast Financial will follow up and follow thru greater than any company that we previously worked with.
Ray W.
Very knowledgeable, professional, and attentive to our needs and concerns. WCF was able to get us out of a higher cost, lower yielding option and into a lower cost higher yielding option. We’re quite pleased and impressed.
George T.
We are independent fiduciaries with over 30 years of experience!
“We deeply value the relationship with our clients. We want to help you effectively plan for a lifetime and protect your family legacy. We take great pride in that.” –
Greg Brown | President & CEO
The Toolkit You Need for Retirement!
Our free Financial Planning eBook is the perfect starting point. Packed with expert advice, practical tips, and easy-to-follow steps, this guide will help you set clear financial goals, make smarter investment choices, and create a personalized plan that aligns with your needs.
- Avoid 5 Common Mistake we see in retirement
- Protecting your income in retirement
- Ensuring you have a plan to avoid outliving your savings
