Services
Gold Coast Financial Services (GCFS), LLC provides various health and life insurance, government consulting services, investments, mortgage loans, and retirement and tax planning products and services. GCFS operates like a brokerage company. We are not locked into providing only one or two products from a single provider. This allows us to provide the best available products currently offered by financial institutions we are contracted with to meet clients needs.
Get out of debt
Enjoy your retirement
Leave a legacy for your children
Investments and Retirement Planning
Your annual income, business profits and/or commissions are important. However, what you keep, save, and most critically how you invest and protect these resources matter most. GCFS provides various Qualified (Pre-tax) and Non-qualified (Post-Tax) investment vehicles that include, ETFs, Life Insurance Retirement Plan (LIRP), Mutual Funds, Stocks, Deferred Compensation, SIMPLE, SEP, and 401K Plans. Additionally, we can provide the legal resources that limit your exposure, minimize liability, and preserve your personal/business capital as you navigate the curve balls of life.
Life Insurance
GCFS provides various life insurance products to include, Group and Individual Term & Whole Life, Indexed Universal Life, and various Annuities products. Life Insurance has evolved over the past 20-years. It is no longer a product that only pays at the death of the insured. Today’s Life Insurance provides extremely important “Living Benefits.” Life Insurance is one of the key building blocks to preserve and grow wealth. Today’s life insurance policies allow individuals to tap into the death benefit to pay for the cost of chronic and critical illnesses, while still alive. Policies can be structured to provide retirement income tax free, to help pay for college tuition, mortgage loan downpayment, and various other personal and business needs.
Mortgage Loans
As a sponsored representative of Success Mortgage, our goal is to find you the best home loan with the most competitive rate and terms, so you can move in sooner with less effort. Let us help you navigate the unpredictable housing market, and provide you with the safety, security, and peace of mind that comes with closing your loan quickly, usually in 20-days or less. Through our partnership with Success Mortgage, we offer a wide variety of loan options, from fixed rate mortgages to FHA loans, in order to help you achieve your home buying goals. Whether you’re a first-time buyer or a savvy real estate investor, we’re confident that we can connect you with the mortgage option that best suits your financial needs and aspirations.
Health Insurance
We provide Health Insurance for individuals, families, businesses and corporations that include Disability Insurance, Medicare Advantage Insurance and Health Insurance Market Place, which is designed to deliver balanced coverage, with a focus on preventive care and wellness.
Business Consulting
In partnership with Kingstowne Advisors, GCFS provides Virtual Family Office (VFO) services. Ultra-High Net Worth Individuals rely on their family offices to provide holistic, comprehensive solutions for controlling, growing, and preserving generational wealth. Traditionally however, operating a family office has been cost prohibitive for the emerging affluent business owner, until now. Technology and economies of scale have made it possible for successful business owners to duplicate the traditional family office experience by way of the VFO. Leveraging these technological changes, we help discerning, affluent business owners implement the integrated tax planning, asset protection, business advisory, risk management, wealth management, and family governance strategies necessary to achieve their family wealth objectives. If you are a successful business owner, consider utilizing our platform to start your own virtual family office.
Government Consulting
GCFS provides acquisition, execution, and project management services for classified and unclassified programs. We are a certified Service-Disabled Veteran Owned Small Business (SDVOSB), registered in SAM.
Brownie helped to ensure that I could secure me and my family's financial future.
Towana Ayres
Your Plan to the Better Life
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I'll do an evaluation of your financial situation
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I'll present you with options to decide
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Execute the plan
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It’s time to get out of debt and stop worrying about bill collectors. You weren’t meant to be a slave to debt. You ought to be able to live life on your own terms.
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We want you to be able to live your life without having to worry about when your next paycheck is coming in or paying for your child’s college tuition. Schedule an appointment today, so you can start spending your time and energy on the things that matter.
- Schedule an appointment.
- We'll do an evaluation of your financial situation.
- I'll present you with options to decide.
- Execute the plan.