We are excited about the 2023 launch and rebrand of Coast Legacy, a boutique financial services firm based in South Orange County, California. In the months ahead we will be bringing you timely financial news centered around financial planning, legacy planning, and tax strategy. We’ll keep you informed on industry updates, changes to the tax code, and provide relevant economic tips to help you make prudent financial decisions for your future.
We’ve found that most people don’t have a defined financial plan in place, and the clarity and security they gain from working with us can be life changing. We take a 360 degree analysis of your financial profile, then develop a holistic financial plan for every stage of your life.
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