ZACHARY MANN
Title: Investment Advisor Representative
zmann@mycoastalwealth.com
Office: (786) 315-4704
Focus: Insurance Strategies, Retirement Income Strategies, Charitable Giving, Business Succession Strategies, Risk Management Strategies, Estate Conservation Strategies, Business Owners, College Funding Strategies, Group Benefits LGBTQ
Languages: English
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
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:
I am licensed to sell insurance in:az, co, ct, fl, ga, md, me, mi, ny, ut
I am licensed to sell securities in:fl
