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Dan Chaco | President
Here at Coastline Financial and Insurance Services we have been committed to providing retirement solutions that give people the confidence to focus on what's truly valuable: banking memories with family and those who matter most. Over the years we have helped our clients protect millions of dollars in retirement assets. Not one of our clients has ever lost a penny from market downturns. There is something truly wonderful about being able to help people have peace of mind about their financial future. Wherever you are in the retirement process, we can help. We sleep at night with the comfort of knowing our clients' retirement funds are protected. It is our desire to give you that same peace of mind.
We understand that financial planning for your future can be difficult, especially in today's uncertain economy and volatile markets. We have helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. Let us help you make that dream become a reality.
What We Do For Clients
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
We regularly host informative and educational workshops
throughout our community about retirement and income solutions.
We invite you to learn more at an upcoming event.
We Love To Meet New People!