| Advisor Profile |
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Business Description |
| Gold Coast Financial Planning is an independent financial planning and investment consulting firm. We don’t require any minimums nor take assets under management. We are not affiliated with any financial institution. We provide complete independent advice and service to our clients on a fee only hourly as needed basis.
I have been part of the financial services industry for over 30 years. I am a Certified Financial Planner ™ and Chartered Financial Analysis™ – less than 1% of all CFPs are CFAs. From the most basic financial question to the most sophisticated financial plan, I have the experience, expertise and resources to meet your needs. |
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| Prepared By: |
John Carrig |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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No client has ever exspressed disatisfaction or requested a refund. |
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What are your qualifications? What is your education background? |
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I am Chartered Financial Analysis(CFA)designate and a Certified Fiancial Planner(CFP) practioner. Less than 1%of CFPs are CFAs. See my website to see why you should work with a CFP and CFA |
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What services do you offer? |
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Gold Coast is a full service financial planning and investment advisory firm.From the most basic financial question to the most sophisticated financial plan, we have the experience, expertise and resources to meet your needs. |
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How many clients do you currently manage? |
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Gold Coast provides independent advice on a fee-only hourly as needed or retainer basis. Depending on a clients needs we provide ongoing retainer services, on an annual, semi-annual or quarterly basis. |
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Will you be the only person working with me? |
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I will be directly working with you. I do use affliated resources when it might pertain to special complex issues but I always remain as the contact person. |
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How are you compensated? How will I pay for your services? |
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I am strictly a fee-only independent financial planner and investment advisor. I do not sell any product nor receive any commissions or referral fees. I am compensated on fee-only hourly rate from the client. You choose the service you need and pay only for the service you receive. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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We do require any minimums nor take assets under management. We provide independent advice and consulting on a non-discretionary basis. |
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How much risk should I be willing to take? |
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How much risk you should be willing to take should be determined on:
How much do need to risk |
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Have you ever been charged with any breaches? |
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In over 30 years I have never had one violation |
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