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West Coast Financial Services

West Coast Financial Services

By: West Coast Financial Services
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About this listen

Investing & Retirement planning can be extremely intimidating for most people. Whether it's shopping the latest products, services, and advisors it can become overwhelming quickly.

As an independent Advisory firm we have the expertise, the technology, and the passion to educate folks in all aspects of the planning process. We want to simplify this process as much as possible and keep you on the cutting edge of the latest products, strategies, and services available to you.

Ultimately, your financial legacy depends what your willing to understand and apply and we're going to make that super easy for you!

© 2024 West Coast Financial Services Economics Personal Finance
Episodes
  • An Overview of Long-Term Care (Part 2)

    An Overview of Long-Term Care (Part 2)
    Dec 11 2024

    When you look into Retirement for most folks, long-term care is often overlooked. To those who have been affected by this (which is many) the cost of LTC can be devastating to a portfolio. However, this doesn't have to be the case. Financial professional Greg Brown is here to give an extensive overview of this key topic and the benefits of planning for it in your portfolio.

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    9 mins
  • An Overview of Long-Term Care (Part 1)

    An Overview of Long-Term Care (Part 1)
    Dec 11 2024

    When you look into Retirement for most folks, long-term care is often overlooked. To those who have been affected by this (which is many) the cost of LTC can be devastating to a portfolio. However, this doesn't have to be the case. Financial professional Greg Brown is here to give an extensive overview of this key topic and the benefits of planning for it in your portfolio.

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    8 mins
  • Estate Planning (Part 2)

    Estate Planning (Part 2)
    Dec 11 2024

    Estate is often times overlook but can carry serious consequences for portfolios not accounting for it. Financial professional Greg Brown breaks down the critical details to understand and apply when setting up your Estate Plan.

    WCFS Official Website
    www.westcoastfinancial.net
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    6 mins
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