Gulf Coast Financial Planning
Kurt Stahl, a Certified Financial Planner who is held to the fiduciary standard, assists retirees and future retirees in creating and implementing a comprehensive, individualized and risk-appropriate retirement strategy utilizing a six-step financial action plan to work toward their financial goals and objectives. This process is called The Retirement Investment Roadmap.
The Retirement Investment Roadmap is an interactive process designed to help give our clients greater confidence coming from a detailed, written strategy employing the latest financial planning, risk assessment and wealth management technologies to help address each of the following critical areas of their retirement plan:
- Income and expense planning
- Investment planning
- Health care planning
- Tax-efficient strategies
- Risk management
- Estate and legacy planning
Gulf Coast Financial Planning serves Lakewood Ranch, Bradenton, Sarasota and the surrounding areas along the Gulf Coast of Southwest Florida.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Contact us at firstname.lastname@example.org or call us at 941-822-8778 to schedule a time to discuss your financial situation and how we can help to guide you through the years on your retirement journey with The Retirement Investment Roadmap.