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 excessive taxes, probate and attorney fees?
  • Should I buy Long-term care insurance and what are the options?
  • (Recording from workshop available HERE)
  • How can I ensure that my beneficiaries 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 , a ROTH conversion or long term care?
  • How can I be sure I don't run out of money in retirement?
  • How can I qualify for financial aid when my child goes to college?