What does it mean to provide independent financial planning services? To us it means offering unbiased advice - without being driven by any considerations other than our clients’ best interests.
True independence allows us to sit on the same side of the table as our clients as we work toward helping them build and sustain wealth for generations to come. Putting clients interests first, while having access to the entire universe of investment and insurance vehicles available is one of the many reasons we made the decision long ago to affiliate with JW Cole Financial.
Because it is an independent broker/dealer, JW Cole does not offer any proprietary investment products. We therefore are under no pressure to promote proprietary products or to meet any kind of sales quotas.
Unlike some Wall Street firms and Banks, we are able to offer our clients truly unbiased advice. We are also able to recommend an investment strategy tailored to each client’s individual needs.
In a world of account limit sizes and computer management, Nature Coast Wealth Management wants to bring the human touch back to our clients. We take the time to know our clients and form a relationship that a call center or a computer screen. Investing and retirement are emotional moments in our clients' lives and Nature Coast Wealth Management believes in being that partner in our clients' future.
This allows us to be truly independent and work for the client.
There was no planning being done to speak of and the Wall Street firms, banks, and trust companies experience frequent personnel and strategy changes. If you invest with such firms, or seek their advice, you can find yourself explaining your financial history over and over again - to advisors who don’t know you and may not be around next year.
Nature Coast Wealth Management wants our clients to share with us what is most important by outlining their goals and dreams. From there, we can develop an individualized investment strategy to follow to work toward meeting those goals and dreams.
We will be there through the good and bad times, providing unbiased advice, building and sustaining wealth for generations to come.
Nature Coast Wealth Management
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.