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Our Firm


West Coast Financial Services was built with a simple objective in mind: to become a complete retirement planning organization that provides relationships and services for our clients to and through their retirement. We provide a professional, yet personal service that navigates clients into the safe harbor of financial security, allowing them to enjoy a peaceful and worry-free retirement.

Whether you’re looking for income planning, estate planning, portfolio management or another financial service, your plan is tailored to address your specific needs and explained to you in a cohesive and understandable way. We provide the knowledge and expertise of a large national firm and the personal touch of an independent organization.

We are committed to upholding the following as your advisor:

  • Giving you access to the most current and effective planning strategies in the industry
  • Providing unbiased, independent advise for your unique retirement needs
  • Always being available to answer questions and address concerns
  • Full access to the advisors in our firm
  • Committed to keeping your assets safe, while growing your net worth

Our approach in retirement planning consists of:

  • Taking great concern of how your funds are allocated as to minimize overall risk. This is known as risk management
  • Making sure our clients will never outlive their income and will always be able to maintain their optimal level of living
  • Establishing ways to eliminate unnecessary tax burdens through proper estate planning
  • Always maintaining a high level of courtesy and trust

 

 

 

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

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