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Year End Personal Financial Assessment Thumbnail

Year End Personal Financial Assessment

401(k) Beneficiaries Business Owner Planning Disability Income Emergency Fund Estate Tax Every Dollar Counts Financial Planning Financial Wellness Investment Management Investments Life Insurance Long Term Care Pre-Retirees Retirees Retirement Funding Saving for College Tax Strategies Wealth Management

Josh and Jay are joined by very special guest Will Steih, a licensed CPA, Managing Director for the Nashville Market for Prime Capital Investment Advisors and a team mate of Josh’s at Gulf Coast Financial Advisors. The guys discuss how to do a personal financial assessment, diving into items like taxes, income, qualified retirement plan contributions, risk management and whether it’s time to take chips off the table or not.

Want To Know More About Josh and Jay?

You can reach out to Gulf Coast Financial Advisors to set up a no-cost, no-obligation discussion about your particular needs by call 251-327-2124, emailing jnull@gulfcoastfa.com, or setting an appointment on our website at Gulf Coast Financial. Independent and semi-independent agents and advisors can reach Jay Stubbs at jaystubbs.com.

Disclosure:

Advisory services offered through Prime Capital Investment Advisors, LLC (“PCIA”) a federally registered investment adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). PCIA and Gulf Coast Financial Advisors are not affiliated.