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!
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Lifestyle considerations in creating your retirement portfolio.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Three important factors when it comes to your financial life.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Learn about the risks of not having health insurance in this informative article.
A look at how variable rates of return impact investors over time.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
It’s never a bad time to speak with your financial professional about changes in your situation.
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Agent Jane Bond is on the case, cracking the code on bonds.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?