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!
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Ascertaining the value of your business is important for a variety of reasons.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Simple steps may help you foil hackers and protect your privacy.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn about cyber liability insurance in this entertaining video.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.
It’s never a bad time to speak with your financial professional about changes in your situation.
There are three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.