Our Services

At Coast to Coast Financial Planning we are committed to helping you pursue your long-term financial goals. As specialists in retirement income planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:


  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA? Are my beneficiaries set up properly to protect them from taxes?
  • How can I maximize the return on my investments while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Should I buy Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?
  • Is a Reverse Mortgage needed to help fund retirement?
  • How can I be sure I don't run out of money in retirement?
  • How can I increase my income and reduce income taxes at the same time?
  • Are there other investments that can reduce fees & expenses and potentially increase performance?
  • Can I participate in Private Equity funds as an accredited investor?