Gold Coast Financial Group

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 4:30 pm

(949) 545-6500Call Visit WebsiteVisit Website Map & DirectionsDirections34052 La Plz Ste 206Dana Point, CA 92629 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	9:00 am - 5:00 pm
Fri:	9:00 am - 4:30 pm

Places Near Dana Point with Investment Advisory Service

Capistrano Beach (3 miles)
San Juan Capistrano (5 miles)
Aliso Niguel (6 miles)
Laguna Niguel (6 miles)
San Clemente (9 miles)
Laguna Beach (11 miles)
Ladera Ranch (13 miles)
Mission Viejo (15 miles)

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Email: Email Business
Other Link: http://www.goldcoastfinancialgroup.com
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (949) 545-6500

Address: 34052 La Plz Ste 206, Dana Point, CA 92629

Website: http://www.goldcoastfinancialgroup.com

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Gold Coast Financial Group

Tax Planning
GCFGSave.com to learn more about investment instruments that may provide investors with tax advantaged features, strategies, and solutions. This division highlights 1031/DST exchanges, The Deferred Sales Trust, Conservation Easements, Oil and Gas Investments, REITs, Tax Planning, and other Strategic Relationships.
Charitable Giving
Charitable Gifting helps fulfill the client’s charitable goals and can often support efforts in each of the other three areas.
Income Tax
Tax Deferral
Tax Deferral Strategies, 1031 Exchanges, DSTs, Conservation Easements, IDC Write Offs, REIT Income Advantages, Roth Conversion Strategies, and more.
Capital Gains Taxes
Sell your highly appreciated real estate or business and defer the capital gains taxes for 5, 10, even 20+ years?

Investment Management
GCFG Wealth and the Gold Coast Wealth Advisors (GCWA) comprise the portfolio management division of our firm. GCWA manages a variety of investment models, most of them utilizing the methodologies derived from the subscription based research tools of Dorsey Wright & Associates (for high relative strength investing) and Investor Business Daily (for CANSLIM type) investing. There are strategies available for all of the major assets classes (U.S. Equities, International Equities, Commodities, Fixed Income, and Foreign Currencies). GCWA offers growth models, income models, strategic, tactical, and specialty models.
Mutual Funds
Throughout his career, Mr. Brooks has been actively involved in the financial markets, constructing and managing portfolios for his investor-clients. The “tested in the trenches” experience has given him extensive knowledge of the vast array of investment opportunities and vehicles available to investors. Beyond the well-known investments of equities, ETFs, options, bonds, and mutual funds, his knowledge extends into structured products, alternative investments, direct participation programs, private placements, private equity, and more. He has studied a variety of methodologies in his ongoing pursuit to optimize asset growth while managing downside risk.
Bonds
Wealth Management
Total Wealth Management. Plan for Your Future, Grow your Net Worth, Protect Your Family, Business, and Assets.

Retirement Planning
Retirement planning generally refers to an allocation of financial resources toward retirement. Through saving and compounding the growth of your investments, the ultimate goal is to generate an income without having to work. Historically, the road to retirement was a traditional asset allocation model during the accumulation phase and income vehicles during distribution. However, we’ve had a paradigm shift in conventional methods and investment strategies. Portfolio construction has drastically changed and should adapt with the new world. Our portfolio allocation takes an innovative and multi-dimensional approach in an effort to consistently grow client assets while managing risk and reducing volatility. Please refer to GCFG Wealth to learn more about investment portfolio design. In order to retire, your goal is to build up your assets, so that you are able to create your own pension, establishing predictable annual income for your distribution phase. There are seven important steps in developing your personal pension.
Annuities
Services Offered: There are many methods that fall in the way of protection so that you can sleep at night. Primarily, we are discussing insurance based solutions – life insurance, disability insurance, long-term care insurance, guaranteed lifetime income, variable annuities, equity indexed annuities, fixed annuities, and more.
Long Term Care
Asset Management
Our team goes well beyond the traditional asset allocation of the commonplace financial advisor group. When we construct a portfolio, we are looking to build a portfolio of strategies. We look for those strategies to be managed by a specialist in each category, or managed by a disciplined set of time-tested rules.
Asset Protection
Asset Protection is an important aspect in your wealth accumulation and distribution phases. It can take on many forms with regard to its definition. Our Wealth Management Division uses tactical and capital preservation strategies in an effort to manage risk and protect your assets from the drawdowns in the markets.* Our Estate Planning Department can use legal structures to make every effort to protect your assets from creditors.* Our Insurance Division will offer principal protection products to assure that your assets are there for you at your retirement with various insurance options. Our Tax Planning CPA Referral can protect your assets from the IRS collecting more than their fair share.* *While every effort is made, there are no guarantees.

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