Who We Serve

What We Specialize In 2

Get a 360-degree view of your retirement picture

Develop A Strategy to Avoid Outliving Your Savings!

At West Coast Financial Services, we know how important it is to get a complete view of your financial picture, including how your assets integrate and work with one another. That’s why we take the time to get to know you and your unique financial situation. Using our Retirement Navigator process, we’ll help create a customized retirement plan to meet your goals and needs.

What We Do

Our Services

Retirement Income Strategies

Develop a strategy to help you avoid outliving your savings.

Wealth Accumulation

Take advantage of compound interest and conservative strategies to grow and protect your assets.

Asset Protection

Utilizing insurance products like annuities in your retirement income strategy can help protect your money from market losses.

Tax Minimization Strategies

You'll pay less in taxes once you retire, right? Not necessarily. Plan ahead to avoid paying more than you need to.

Long Term Care Strategies

Develop a strategy to help you avoid outliving your savings.

Estate Planning

Preserve your wealth, providing peace of mind by securing your financial legacy for future generations.

Health Care Protection

Safeguard your health and well-being, ensuring that you and your loved ones are covered.

IRA & 401(k) Rollovers

We'll help you determine if a rollover is right for your retirement income goals.

We can refer you to professionals to help with your estate planning needs, including:

IRA Asset Planning | Trusts | Probate | Charitable Giving

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Ready to Take the Next Step?

Let us take the mystery out of financial planning so you can focus on what matters.

888-540-2899

info@westcoastfinancial.net

Company

Location

Gilbert, Arizona
1176 E. Warner Rd. Suite 218
Gilbert, Arizona 85296

Join our Weekly Newsletter! We promise we won’t spam.

West Coast Capital Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where West Coast Capital Management and its representatives are properly licensed or exempt from licensure.

This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by West Coast Financial Services unless a client service agreement is in place.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

4/22-2116978C