At Third Coast Wealth Management, our focus is you. The first job is to understand you and what needs and desires you bring to the relationship. From there we will discuss strategies to help you pursue your goals, and make it as fun as possible to get there.
The Third Coast Difference
WHY THIRD COAST?
Our difference begins with faith. We want to honor our clients, and those they care about. To do this we have to get to know who and what is important to you. Then we build your plan around those important people and ideas.
There are many people in this business who understand finance. The secret to client’s success is being able to relate financial concepts to a client in a way that they not only understand but are equipped to make the decisions that are best for them and their family. At Third Coast wealth your success IS our success.
As an independent advisor, my only motivation is your goals.
OUR AREAS OF EXPERTISE:
- Executive Equity Compensation
- Income Planning for Retirement
- 401k Rollover Services
- Guaranteed Lifetime Income
- Dividend Stocks/Investment Services
- Tax-Free Income
- Annuities
- Life Insurance
- Long Term Care Planning
- Tax Strategies for the Affluent
- Asset Protection
- Advanced Planning for Unique Family Needs