Central Coast Financial Management

Central Coast Financial Management

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! We believe strongly that the best way to achieve your dreams is to first define them. Secondly, you must plan for them; for a ship without a compass is easily lost at sea. It is our belief that every investment you make should fit together like pieces to a puzzle in order to accomplish your plan. This is why we strongly recommend that all our clients first develop a financial and/or retirement plan with us; one that defines their goals, needs and strategies to achieve their dreams.

Services

Retirement and financial planning
Asset management
Insurance and annuity