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Our Mission

The mission of West Coast Financial is to be a lighthouse of solutions in the midst of turbulent and uncertain times.

Built upon the foundations of integrity, ethics, and faith, we aspire to shine brightly as an organization that can be trusted to lead individuals into a safe and secure retirement.

Our goal is to help provide peace of mind for our clients knowing their retirement savings and assets are managed in a secure and prudent way. Our team of professionals are dedicated to exerting the highest standards of excellence when working with each client, displaying the values that make us successful; trust, integrity, and honesty. Earning the role as your advisor through communication, dedication, and hard work is our upmost objective.

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

 

What Separates West Coast Financial from most financial organizations is that we are independent.

This has been our mission from the beginning. We believe that retirees cannot get the solutions for their unique needs from an organization that specializes in only one or perhaps two of the areas they will be faced to plan for. Our independence gives us a world of possibilities to provide to our clients.

Our independence and retirement planning philosophy has consistently proven to be successful, despite difficult economic conditions and unstable markets. Our philosophy is this: find out what makes our clients happy and what they want their future to look like then help make it a reality. To accomplish this we work in tandem with our clients to find what they are comfortable with, how they feel about risk, and what they expect from us. When we are able to come together with clarity and communication its amazing what we are able to accomplish.

West Coast Financial Services has a distinct approach to managing wealth.
Our upmost concern is to always help retirees allocate their assets to match their risk tolerance. This is vital because more often than not retirees are exposed to more risk than they are comfortable with, so we help fix that problem. Secondly, eliminating unnecessary fees. Most retirees are tired of highly commissionable investment that diminish their overall return, we are too, so we don’t use those and recommend alternatives. Lastly, managing wealth is a serious responsibility. We only use the most secure and highly regulated institutions who have a history of success and client satisfaction.

Being distinct is not always about what you do, but often times it’s about what you don’t do.

West Coast Financial Services doesn’t ascribe to the investment mentality of commercialized brokerage firms. We believe that if you want to be in the market, it should be in proportion to your age, time horizon, and your true risk level. We also don’t believe that retirees should be sold highly marketed, special interest driven financial products that only benefit the firm, not the client. We abhor the common practice of “one-size-fits-all” investing. Commercial institutions are notorious for placing client assets in the same products their last customer is in, even if their financial objectives are completely different. Avoiding these “do-nots” of retirement planning has merited us as a respectable and trustworthy organization that our clients appreciate. The level of commitment and involvement we provide reminds our clients of the value of working with an independent advisory firm.

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

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