I have had the pleasure of working with them in multiple professional capacities for a few years now and they have helped numerous families that I have referred to them. Whether helping veterans to receive benefits, sorting our complicated financial situations, estate planning, wills, trusts, retirement planning, navigating challenges that come with aging and nuanced family dynamics--whatever the case may be, they can get things straightened out.
Even more, their hearts are in it, they put people at ease, immediately allowing them to feel safe, trusting that some of their most sensitive and private matters are being handled with care by capable and trustworthy hands. They have done countless consultations, free of charge for those I am working with and have provided a great deal of education and support. They are happy to be a resource, pointing people in the right directions regardless of whether it will "benefit them." I'd gladly refer anyone to them, and am even using using them for my own retirement/invested planning and tax preparation. I cannot say enough about Gold Coast Financial and I hope that you build a relationship with them, too!