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E-Books: Annuity

Posted on January 8, 2021January 11, 2021 by WCFSnet

Here at West Coast Financial Services, we serve clients from all walks of life, and we pride ourselves in expert financial guidance that you can trust. We strongly believe that the more informed you are, the more opportunities you have to thrive in and leading-to Retirement. Our e-books are freely available (client or not) to anyone looking to understand the financial landscape more thoroug...
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3 HUGE MYTHS About Your IRA

Posted on September 20, 2020November 16, 2020 by WCFSnet

MYTH #1 – It’s All Yours… One extremely common misconception about the IRA is that you own 100% of it. The reality that all too often many overlook, is that you have a partnership with the IRS, aka Uncle Sam. Let’s say for instance that you have an IRA valued at $500,000 and you are in a 33% federal income tax bracket, the IRS has a future ownership of roughly $165,000 of your IRA! Sounds...
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A Complete Financial Risk Cycle

Posted on June 20, 2019January 8, 2021 by WCFSnet

At West Coast Financial Services, our focus is to always help retirees align their assets to match their risk tolerance. Knowing this is vital because more often than not, retirees are exposed to more risk than they are aware of. We use a variety of world-class expertise, analysis and strategies that eliminate risk. Below you will find The Financial Risk Cycle, which shows each age group’s calcula...
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Your Risk Tolerance Level

Posted on June 20, 2018November 17, 2020 by WCFSnet

How much RISK will your retirement plan allow? In the arena of financial planning it is absolutely critical that your investment strategies are in alignment with your risk tolerance. Take a glance at the chart below to see if your portfolio is at a dangerous or healthy level of risk.
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WCFS Annuities

Posted on May 5, 2017June 15, 2018 by WCFSnet

"Everything You Need To Know About Annuities" Robust Education for Annuity Planning After assisting hundreds of retirees for over 30 years this comprehensive guide was put together for a number of reasons: The overwhelming lack of knowledge available today among consumers regarding annuities. When you think about it annuities are not discussed nearly as much as stocks bonds and ...
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WCFS Retirement

Posted on May 5, 2017June 15, 2018 by WCFSnet

"Retirement Planning You Can Count On" Comprehensive Planning In All Aspects Our philosophy is this: Find out what our clients want their future to look like, then make it a reality. To accomplish this we work in tandem with our clients to discover their goals and needs, develop a comprehensive plan, and work on implementation. When we are able to come together with clarity and commu...
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WCFS Investments

Posted on May 5, 2017June 15, 2018 by WCFSnet

"Step up to a Higher Level Of Investment Management" World Class Money Managers We use the best managers available to provide Dynamic and Tactical Strategies to capture positive returns in bull markets, and protect capital in market corrections..the best of both worlds! This information is brought to you by:
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Posted on May 3, 2017January 11, 2021 by WCFSnet

We create sound retirement planning strategies for people in or nearing retirement so they can be confident their retirement dreams and goals can be fulfilled. ................................... START YOUR RETIREMENT PLAN HERE
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