Financial advice for entrepreneurs and executives earning $500k+

No product pushing. No asset minimums. Just proactive tax strategy and comprehensive wealth management.

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High income = Higher stakes

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"How much am I leaving on the table in tax savings every year?"
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"Am I too concentrated in company stock or my business, and what do I even do about it?"
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"If something happens to me, is my family protected or just inheriting a mess?"
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"My business, equity comp, real estate, taxes - who's actually coordinating all of this?"

The common theme?
Tax-forward planning.
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Advisory services offered through Coast Financial a DBA of Forefront Advisor Network. Forefront Advisor Network is registered as an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FAN/FWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FAN/FWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.