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Our Areas of Focus

There are many different areas of your financial life. Below are some of the major areas that we can help with. They are all important and related so it’s helpful to work with professionals that understands them all!

Family Owned

Family Owned

West Coast Financial Group is a multi-generation family owned and operated business. As a long- standing independent investment firm, we are best able to put YOU first!

  • Our Focus

    Helping people make consistently good decisions


  • Our Values

    - Integrity and honesty always
    - Professional in manor and action
    - Hardworking
    - Committed to high quality work
    - Knowledgeable

  • Our Team

    Everyone is different. The best financial advisor for one person may not be the best for everyone. Good news is we have a great selection of excellent advisors to choose from. Find your advisor today.

    Click here to meet our advisors >




Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Have a question?

We're happy to address any concerns or questions you may have, even if you're not a current client. One of our staff will reach out soon to help answer any concerns or questions.

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