Skip to main content

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:

  • When should I retire, wind down and/or start social security?
  • 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 or a hybrid solution 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?