The Bridge to Your Financial Future
Today’s economic environment presents many challenges. But, here at Central Coast Financial Management we believe that along with these challenges come great opportunities and potential rewards, for those who can identify long-term trends and maintain a solid wealth management plan.
Our firm was founded in 2012 with a mission to "provide you with the peace of mind necessary to more fully enjoy your life."
Our team has many years of experience in the financial services sector, with specialties in retirement planning and small business planning. As Financial Advisors, we strive to continually provide reliable advice to our many clients in Monterey, Salinas, Carmel, Pebble Beach, and beyond!
How We Work
Our first priority is always your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships, that encourage open and honest communication, have been the cornerstone of our business model and the foundation for our success.
We would be honored to help you learn more and assist you on your journey of pursuing your dreams and goals!
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Tax preparation may be the perfect time to give the household budget a check-up.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
It may help your business be better prepared in the event of the death of a principal or key employee.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know how to set up your financial goals for success? This knight does.
When should you take your Social Security benefit?
Smart investors take the time to separate emotion from fact.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.