When it comes to personal finance, successful families have a common set of goals that fit nicely under one or more of the following planning objectives:

1. Help preserve what they have accumulated.
2. Build their wealth through efficient investing and tax mitigation.
3. Ensure that their accumulated wealth passes seamlessly and with as little tax as possible to their heirs.
4. Safeguard their assets from the threats of litigation, poor planning, or government confiscation through tax policy.
5. Use their wealth to make a meaningful difference in the lives of people or institutions that are important to them.

At First Coast Wealth Advisors, we  employ an elegant process to achieve these objectives. We’ll collaborate with your legal, tax, and other professionals to provide you with a coordinated plan where all of your needs are addressed. By serving as your personal CFO, we offer a refreshing and unique approach to providing financial peace to our family of clients. If your current financial advisor isn’t meeting with your tax and legal professionals to talk about you, maybe it’s time for a change.