Coral Wealth Management

We have over 18 years of experience.

We opened in January 2017.

Yes, we do! Give us a call!

Yes, we do! Give us a call!

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Yes, visit our website to learn our top 5 investing principles.

Yes, we do! To learn which non-profits we give back to, visit our website.

Yes, we do! Visit our website to learn more.

Since the inception of the Coral Wealth Management, we have focused on giving back to the community. Every member of our team spends a minimum of 50 hours per year dedicated to fundraising and supporting a local charity or non-profit of their choosing.

There is no right or wrong time to plan for your future and invest. Let Coral Wealth Management help you today!

If you are nearing retirement, we want to help you with all of your financial logistics. That includes estate planning. Estate planning is one of the services we offer in your retirement advising. We want to help you arrange the transfer of your assets in case of an emergency. For further information, please visit our website.

Yes, we do! Call now to schedule an appointment.

A Roth IRA is an individual retirement account under United States law that is generally not taxed upon distribution, provided certain conditions are met. Call to learn more from an experienced financial planner.

Yes, we do! Call a financial advisor from Coral Wealth Management today!

Yes, our wealth management services are available to all members of our community! Call now.

We've been offering our services as financial advisors since 2017!

While your financial advisor may make a different recommendation based on your particular circumstances, it's a good idea to see him or her once a year. You should also consider making an appointment in anticipation of life-changing events such as marriage, the birth of a child, divorce, or after inheriting a large amount of money.

Time horizon refers to the amount of time a person has to save for a particular event. For example, the time horizon for a college savings account might be 10 years for the parents of an eight-year old child, but 15 years for the parents of a three-year old. Likewise, the time horizon for a 30-year old saving for retirement might be 35 years, whereas it might be 15 years for a 60-year old who started saving late in life. Call today to get started discussing your time horizon with a financial planner!

Choose a financial planner who has experience dealing with clients in similar circumstances to yours. You'll also want to make sure that the financial planner has your best interests in mind, and that he or she isn't selling you products that are not suited to your needs. Interview prospective financial planners and ask them about credentials, management strategies, and history of performance. Call up past clients as references.

There are a number of different financial planning certifications. While a financial planning professional can have any of several designations or certifications, at the very least you should make sure that he or she is licensed and in good standing with the licensing authority. Three of the most common designations are Certified Financial Planner, Chartered Financial Consultant, and Registered Investment Advisor. A Certified Financial Planner (CFP) has competency and experience in all areas of financial planning. A Chartered Financial Consultant (ChFC) also has extensive experience in helping individuals assess their financial goals. A Registered Investment Advisor (RIA) doesn't need any special training or certification. However, an RIA must be registered with the security agency of the state in which he or she does business, and must also be registered with the Securities and Exchange Commission if assets under management exceed $25 million.

You can, but the reason you hire a financial planner is for their expertise. It's the same reason you hire a contractor when renovating. It mitigates any mistakes or missteps.

This varies from person to person, but making a savings and investment plan in your 20's will only benefit you later in life. So, it's never too early to start.

We offer 401k planning, investment management, and retirement planning.

We're available Monday-Friday from 9am to 5pm.

The fees will vary depending on the education and experience level of the financial planner, and how the fees are assessed. In general, a financial planner will charge based on one of two ways: commission or fee-only. If the planner charges based on commission, the amount will usually be a percentage of each transaction or assets under management. If the compensation structure is fee-only, he or she will typically charge an hourly rate or will quote a specified fee for the services provided.

A financial planner will be able to connect all of the financial dots in order to provide you with an overall plan to meet your financial goals. He or she should have training and experience in all kinds of financial products and financial aspects of your life – equities, bonds, insurance, taxes, and estate planning – in order to make the right recommendations for your personal situation. A financial planner can also save you thousands of dollars in tax deductions and find higher-yielding investment products at little or no extra risk.