Asset Protection is an important aspect in your wealth accumulation and distribution phases. It can take on many forms with regard to its definition.
Our Wealth Management Division uses tactical and capital preservation strategies in an effort to manage risk and protect your assets from the drawdowns in the markets.*
Our Estate Planning Department can use legal structures to make every effort to protect your assets from creditors.*
Our Insurance Division will offer principal protection products to assure that your assets are there for you at your retirement with various insurance options.
Our Tax Planning CPA Referral can protect your assets from the IRS collecting more than their fair share.*
*While every effort is made, there are no guarantees.
We believe that effective risk management in investment portfolios is essential to successful investing. The past decade has taught the world that “buy and hold” strategies are not suitable for many investors. Using an allocation of strategies, we allocate portfolios across the major asset classes:
We use a multi-asset class allocation with strategic and tactical components rather than a traditional asset allocation. With a proactive approach, we adjust the allocation and use defensive tactics when market trends and valuations are unfavorable.
These tactics include reducing overall stock exposure, raising cash & bond holdings, and limiting the loss potential on individual holdings by clearly identifying exit strategies. Our goal is to switch from “wealth accumulation mode” to “wealth preservation mode” when market trends and valuations are unfavorable. Our objective is that investors experience lower volatility, less risk of loss, and more favorable results.
Please refer to our Estate Planning partner, Mains Law Office, to learn more about the different methods of protecting you and your assets from others.
Please refer to our Insurance Division, G.C.F.G. Insurance, to learn more about the different benefits of insurance to protect your family, business, and assets. (FYI — GCFG Insurance website is under construction)
Please refer to our Tax Planning department to understand more about protecting your assets from the IRS. Please refer to our in-house CPA, Dayna Monji for more information.
Disclosure
All companies and strategic alliances listed on the Gold Coast Financial Group website are their own entity and not affiliated with any other company listed. The companies include, but are not limited to: Gold Coast Financial Group, Newbridge Securities, Legent Clearing, CEG Worldwide, Monji CPA, Mains Law Office, GCFG Insurance, Wealth Strategies Advisory Group, National Asset Management, Dorsey Wright & Associates, Investor’s Business Daily, eMoney Advisor, and Folio FN, Platinum Advisor, and Principal Trust.
Transforming distribution and marketing with key capabilities in customer insight and analytics.
Transforming distribution and marketing with key capabilities in customer insight and analytics.
Our Trading helps clients run and transform their front, middle and back-office trading operations. We provide buy-side, sell-side and market infrastructure firms with a full-service offering, including systems integration and technology consulting services, to assist in delivering high performance trading and settlement capabilities across all asset classes. This includes strategy, architecture design, operating model work, process improvement, systems building and trading p
