At Atlantic Coast Wealth Management we provide assistance in the following areas:

Investments

♦ Mutual Funds ♦ ETFs ♦ Equities ♦ Alternative Investments ♦ Bonds ♦ Fixed Annuities ♦ Variable Annuities ♦ Indexed Annuities ♦ Immediate Annuities ♦ REITs ♦ Limited Partnerships ♦ Asset Allocation Models ♦

Investment Platforms

 ♦ Traditional Brokerage Account ♦  Fee based account options  ♦

Financial Planning

♦ Retirement Planning ♦ Education Planning ♦ Insurance Planning ♦ Income Tax Planning ♦ Risk Management Analysis ♦ Estate Planning ♦ Charitable Gifting ♦ Financial Statement Analysis ♦  Cash Flow / Net Worth Analysis ♦  Social Security and Medicare Planning ♦ Business Succesion Planning ♦  401(k), 403(b), and other retirement plan advice ♦

Insurance

♦ Life Insurance ♦ Disability Insurance ♦ Long Term Care Insurance and Hybrid Solutions ♦