299 Webster Street
Retirement and Quality of Life
It May Be Time for a Financial Checkup
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.
Dog Bites and Homeowners Insurance
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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!
Here at Central Coast Financial we understand that planning for your financial future must begin with YOUR vision, not ours. We all have dreams for what we want our future to look like. At CCFM, we pride ourselves in our ability to first listen to your dreams and goals. Only then will we offer unbiased information and advice to help you meet YOUR goals and needs!
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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!
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet