Investments
Life does not exist in a vacuum, and neither should your investment plan. We will work with you to develop a customized investment portfolio to address your needs: Diversification, Measuring Performance, and Personalized Services.
Learn MoreConsulting Services
At Gulf Coast Wealth Management we focus our competency on the three main elements of planning needs: Asset Management, Risk & Liability Management, and Estate & Wealth Management.
Teamwork
Do you think about your financial future? We do. As a Wealth Management client, you will benefit from the knowledge and experience of our Wealth Management team.
Learn MoreUnderstanding Today's Financial Environment
Welcome, we're Gulf Coast Wealth Management, a financial organization in Metairie, LA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Helpful Content
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.