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Blue Coast Financial Planning
Blue Coast Financial Planning offers tailored financial strategies for retirees, corporate professionals, and solo entrepreneurs. It uses a data-driven,...
Blue Coast Financial Planning
Blue Coast Financial Planning offers tailored financial strategies for retirees, corporate professionals, and solo entrepreneurs. It uses a data-driven, economics-based approach and focuses on a disciplined, long-term investment strategy integrated with comprehensive financial planning. The firm is flat-fee and advice-only, acts as a fiduciary, and is strongly biased toward low-cost, tax-efficient passive index funds.
General information
Firm type
Asset Manager
Location
City
Maple Glen
Principals
Bob Goldberg
CFP®, CPCU
Sector focus
Frequently asked questions
What investment philosophy does Blue Coast Financial Planning follow?
The firm constructs long-term, goal-oriented portfolios using a diversified mix of asset classes, including equities, fixed income, and alternative investments when suitable. Its philosophy emphasizes risk management, tax efficiency, and alignment with each client's retirement timeline. Portfolio construction tends to favor strategic asset allocation over tactical market-timing approaches.
Does Blue Coast Financial Planning serve as a fiduciary?
As a registered investment advisor, Blue Coast Financial Planning is bound by a fiduciary duty to act in its clients' best interests. This legal obligation requires the firm to disclose any potential conflicts of interest and to prioritize client outcomes above the firm's own compensation. This distinguishes it from broker-dealer models that operate under a less stringent suitability standard.
What types of clients does Blue Coast Financial Planning work with?
The firm primarily serves individuals and families, with a focus on those nearing or in retirement. It also works with business owners and institutional clients. Its planning services address the needs of clients seeking consolidation of their financial lives under a single advisory relationship, covering everything from investment management to tax and estate coordination.
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