Welcome to Nature Coast Financial Advisors
Delivering solutions that provide safety and peace of mind. At Nature Coast Financial Advisors, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A few strategies that may help you prepare for the cost of higher education.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
To choose a plan, it’s important to ask yourself four key questions.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Knowing the rules may help you decide when to start benefits.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Three things to consider before dipping into retirement savings to pay for college.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
$1 million in a diversified portfolio could help finance part of your retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There are nearly 1,200 ETFs available. Should you invest in them?