West Coast Financial Services

著者: West Coast Financial Services
  • サマリー

  • 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
    続きを読む 一部表示

あらすじ・解説

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
エピソード
  • The Power of Income Riders
    2023/11/10

    If the Annuity is the car, the Rider(s) are the bells and whistles on the inside. Riders can be selected and built into Annuities and provide more specific levels of insurance for specific life scenarios. In this episode we discuss some of the most powerful rider features one can use in todays markets.

    続きを読む 一部表示
    6 分
  • Annuities - The RIGHT Way
    2023/11/10

    There are many types of Annuities that have very specific goals and there are also Annuities you shouldn't touch with a 20ft pole. Financial professional Greg Brown breaks down the key to structuring an Annuity properly and what you should avoid in the marketplace these days.

    続きを読む 一部表示
    4 分
  • When Should I Take Social Security?
    2023/08/07

    Social Security is critical. Sure there are some big picture concepts that generally apply to most people, but everyones needs are different!

    In this episode Greg Brown walks us through all of the major considerations and real life scenarios we see every year with this subject and how we help folks have a peace of mind with when to take it out.

    続きを読む 一部表示
    8 分

West Coast Financial Servicesに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。