West Coast Financial

read moreWCF's comprehensive 360-degree range of services includes planning, management and consultation. Each service is centered on a single guiding objective: to help people live a better and more fulfilled life. Our approach to financial planning is grounded in analytics and covers the five core areas of planning: Investment planning, tax planning, retirement planning, estate planning, & risk management. Our plans are customized based on a client's. We implement our clients' plans by managing individual stocks and bonds as well as mutual funds and ETFs.

read moreThe root of the problem is that the financial services industry has grown to focus more on its own success than on the people it's supposed to serve. It doesn't ask the right questions. It avoids messy truths and doesn't help anyone achieve what most everyone is hoping for: a happier and more fulfilled life with less worry and doubt. Instead, many people feel confused, unintelligent and worried about their financial futures. This bothers us because it can be different. We've built our organization to be the antidote, a cure rooted in establishing a truer and enduring connection that removes artificial barriers and relationships.