Name: Intercoastal Wealth Planning
Address: 1200 North Federal Highway, Boca Raton, FL, 33432, US
Telephone: (561) 210-7339

General Description

Families and individuals can turn to a financial advisor for help organizing important financial decisions. The certified financial planners serving Boca Raton, Delray Beach, Highland Beach, Boynton Beach, West Palm Beach, Palm Beach, Palm Beach Gardens, Plantation, Fort Lauderdale, Coral Springs, Weston, Cooper City, and Parkland provide financial planning based on individual goals and timelines. Areas of assistance include retirement planning, investment management, wealth management, and estate planning. The team also works with business succession and business exit planning needs. A fiduciary financial planner approach is available, along with guidance from a divorce financial advisor. The process starts by listening to each client's situation before developing a strategy.