Our services
Everything You Need. One Trusted Team.
From your first working years through retirement and beyond, Gold Coast Financial Group has a solution for every stage of your financial life.
We offer five core service areas, each designed to work together as part of a complete financial picture. Many of our clients come to us for one thing and discover we can help them in ways they never expected. That is what it means to have one trusted, independent team that knows your whole story.
Retirement income planning
Income annuities, deferred annuities, and 401(k)/IRA rollover guidance. We build strategies designed so your income lasts as long as you do.
- Income & deferred annuities
- 401k / IRA rollovers
- Lifetime income strategies
Explore retirement income planning
Life insurance
Personal and commercial life insurance, plus our Pension Protection strategy — comparing term life against your pension's survivor-benefit reduction, sometimes at a lower monthly cost depending on your health and age.
- Term & permanent coverage
- Key person & buy-sell
- Pension Protection
Explore life insurance
Medicare supplements
Turning 65, or unsure if you have the right plan? We compare Medicare Supplement (Medigap) coverage across multiple carriers to find a fit for your needs and budget.
- Medigap comparisons
- Plan G vs Plan N guidance
- Annual plan reviews
Explore medicare supplements
Healthcare coverage
Individual, family, and small business health insurance. We shop multiple carriers so you don't have to.
- Individual & family plans
- Small business groups
- Plain-English guidance
Explore healthcare coverage
Business insurance
Property and casualty coverage for Florida and Michigan small businesses — general liability, workers' comp, commercial auto, and hard-to-place risks — plus home, flood, and renters coverage for your household.
- BOP & general liability
- Workers' comp
- Hard-to-place risks
Explore business insurance
Ready to take the next step?
Schedule your free, no-obligation consultation. We serve clients in multiple states — and if we're not licensed in yours yet, we can usually add it quickly.
No pressure. No obligation. Just straight answers.