Richard Malone
Title: Financial Services Professional
RichardMalone@MyCoastalWealth.com
Office: 904.570.1886
Focus: Insurance Strategies, Retirement Income Strategies, Business Succession Strategies, Financial Education, Business Owners, College Funding Strategies, Group Benefits
Languages: English
Knowledge is the key to a successful financial future. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
I have a Bachelor of Science in Landscape Architecture, and a Masters in Education. I have been married to my wonderful wife, Melissa, for 15 years, and we have four beautiful girls. I loves spending time with my family, enjoying the outdoors, walking my dogs, bike riding and roller blading. I also coach my daughter’s soccer team and serve as a youth group leader at my church.
I am licensed to sell insurance in Florida.
MY APPROACH
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
SOLUTIONS THAT HAVE AN IMPACT
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Disclosure: Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.
I am licensed to sell insurance in:FL
*Not all representatives can offer all services listed. Please consult our office for full details. Health & Dental insurance offered by unaffiliated insurers.Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies.CRN202408-949479
