Investments & Financial Planning

As a licensed CPA and attorney, Chad Tourin brings a wealth of knowledge to our financial planning services. Developing customized strategies for the advanced planning needs of our clients and offering extensive experience in student loan repayment, budgeting, retirement planning, and protection planning.

Financial Planning & Insurance

 

  • Student Loan Repayment & Debt Management
  • Budgeting
  • Retirement Planning – IRA’s, 401k’s etc.
  • Protection Planning
    • Income Protection- disability insurance
    • Life Insurance
    • Personal Liability Protection
    • Auto & Homeowners Insurance
  • Investment Planning
  • Executive Benefits
  • Buy/Sell Planning
  • Estate Planning
  • Group Benefits- review employer-provided benefits
  • Employment Contract Review
  • Education/College Planning

Contact Chad Tourin

1000 Corporate Drive, Suite 700
Ft. Lauderdale, FL 33334
O. 954-938-8800
F. 954-351-2468
C. 954-558-8333
Email: ctourin@mycoastalwealth.com