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Tailored Financial Strategies for Retirees, Corporate Professionals, and Solo Entrepreneurs

I use a data-driven, economics-based approach that allows us to create detailed models for your financial future.

Our Goal

Our mission is to educate and empower you to make the best long-term financial decisions for you and your family. By providing you the tools to make informed decisions, you can maximize your wealth while incurring the lowest possible fees. I am strongly biased towards the low cost, tax-efficiency, and simplicity of passive index funds. If you're looking for a stock-picker or someone to just focus on investment advice, I’m not your guy.

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What makes Blue Coast Financial Planning different?

Flat-Fee

Flat-Fee Planning

100% flat-fee financial planning means you pay one set fee for financial advice and services.

Advice Only

Advice-Only

You pay for my advice. I don’t take control of assets or move your money. You stay in control.

Fiduciary

Fiduciary

I’m obligated to act in your best interest at all times.

Independent

Independent

No commissions or referral fees — ever. 100% transparent and unbiased.

Check Out Our Latest Content

As a guest on the Digital Legacy Podcast, I had a discussion with Niki Weiss to explain how Social Security and survivor benefits work, especially during unexpected life changes. I cover important strategies for when to start collecting benefits—whether early at 62, full retirement at 67, or delaying until 70 to maximize payouts. This discussion also includes spousal, survivor, divorced spouse, minor children, and widow benefits, offering crucial guidance for families dealing with loss.