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
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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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.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?