West Coast Financial Services

By: West Coast Financial Services
Listen for free

  • Summary

  • Investing & Retirement planning can be extremely intimidating for most people. Whether it's shopping the latest products, services, and advisors it can become overwhelming quickly.

    As an independent Advisory firm we have the expertise, the technology, and the passion to educate folks in all aspects of the planning process. We want to simplify this process as much as possible and keep you on the cutting edge of the latest products, strategies, and services available to you.

    Ultimately, your financial legacy depends what your willing to understand and apply and we're going to make that super easy for you!
    © 2024 West Coast Financial Services
    Show More Show Less
Show More Show Less
Episodes
  • The Power of Income Riders

    The Power of Income Riders
    Nov 10 2023

    If the Annuity is the car, the Rider(s) are the bells and whistles on the inside. Riders can be selected and built into Annuities and provide more specific levels of insurance for specific life scenarios. In this episode we discuss some of the most powerful rider features one can use in todays markets.

    Show More Show Less
    6 mins
  • Annuities - The RIGHT Way

    Annuities - The RIGHT Way
    Nov 10 2023

    There are many types of Annuities that have very specific goals and there are also Annuities you shouldn't touch with a 20ft pole. Financial professional Greg Brown breaks down the key to structuring an Annuity properly and what you should avoid in the marketplace these days.
    Show More Show Less
    4 mins
  • When Should I Take Social Security?

    When Should I Take Social Security?
    Aug 7 2023

    Social Security is critical. Sure there are some big picture concepts that generally apply to most people, but everyones needs are different!

    In this episode Greg Brown walks us through all of the major considerations and real life scenarios we see every year with this subject and how we help folks have a peace of mind with when to take it out.
    Show More Show Less
    8 mins

What listeners say about West Coast Financial Services

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.