Worried that your financial strategy is Missing Something?
We’re here to help you feel confident in your financial future.
Your Dreams Matter
At First Coast Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Asset Protection Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
We focus on risk-appropriate portfolio construction, not trying to time the market. In today’s volatile world, building and maintaining an appropriate investment strategy is the key to giving our retirement clients the stability they deserve. To help us do this, we have partnered with Brookstone Capital Management, which manages more than $3.5 billion in investments. They help provide us the tools, insight and institutional level of money management that serves our clients.
Why Brookstone Capital Management? Because their investment philosophy falls right in line with ours.
Our technology partners allow us to do very sophisticated planning and modeling for our clients. Our many managers and partners are some of the greatest minds in the industry. We deliver competitive results by combining multiple strategies that work together, each strategy using a unique set of rules and ways to manage money. It works because each strategy we use shares a common goal: to deliver competitive returns while minimizing large drawdowns.
The key to Brookstone Capital Management’s use of strategy diversification is the ability to dynamically and tactically shift a portfolio to match and mirror current market conditions. Unlike traditional portfolio management, which might use a fixed allocation, we have the flexibility to move cash if we need to and dynamically shift the holdings in a portfolio. Above all, our investment philosophy allows us to scale our platform while still being able to provide sophisticated, timely advice to clients.
We’ve opted to take a fee-based managed-money approach to investing instead of a traditional transactional or brokerage approach to investing. This allows us to avoid charging our clients commissions and to take a fiduciary responsibility in guiding their investment strategy.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.