Our Philosophy
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.
Whether you’re looking for income planning, estate planning, portfolio management or another financial service, your plan is tailored to address your specific needs and explained to you in a cohesive and understandable way. We provide the knowledge and expertise of a large national firm and the personal touch of an independent organization.
Building and Preserving Wealth
At West Coast Financial Services, we provide a professional yet personal service that navigates clients into the safe harbor of financial independence, allowing them to enjoy a more peaceful and confident retirement.
Our team of professionals is dedicated to exerting the highest standards of excellence when working with each client, displaying the values that make us successful: trust, integrity and honesty. Earning the role as your advisor through communication, dedication, and hard work is our utmost objective.
Our Mission & Promise to You!
Our mission is to be a lighthouse of solutions amid turbulent and uncertain times. Our goal is to help you feel more confident in your financial future, knowing your retirement savings and assets are managed securely and prudently.
We strive to find out what makes our clients happy and what they want their future to look like, then help make it a reality. To accomplish this, we work with our clients to find what they are comfortable with, how they feel about risk, and what they expect from us.
When we can come together with clarity and communication, it’s amazing what we can accomplish.
Meet Greg Brown
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Fiduciary
Fee-Only
