Unraveling the mystery behind lower projected stock market returns: our latest blog post delves into how P/E Ratios and market valuation trends signal a shift in investment landscapes. Discover what this means for your financial strategy in an era of evolving market dynamics. https://lnkd.in/gRYyqHMC
West Coast Financial
Financial Services
Santa Barbara, CA 720 followers
We’re not for everybody. But for those who belong here, we’re perfect.
About us
WHAT WE DO WCF serves the financial needs of individuals, families, trusts and businesses. We craft plans that evolve with you because we understand that each stage of an individual’s or organization’s life brings new financial risks and opportunities. WHY WE'RE UNIQUE Each of WCF’s services is centered on a single guiding objective: to help people live a better and more fulfilled life. We are confident yet humble, and are authentically dedicated to helping people. We’re not for everybody. But for those who belong here, we’re perfect. HISTORY OF THE FIRM Our firm was established over 35 years ago in Santa Barbara, California. In that time, we’ve evolved from a boutique shop that served a small number of clients to a company of more than 30 employees with more than 700 clients across the country.
- Website
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https://www.wcfinc.com/truth/messy-truth
External link for West Coast Financial
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Santa Barbara, CA
- Type
- Privately Held
Locations
Employees at West Coast Financial
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Jason Alexander
Director of Information Systems at West Coast Financial
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Jen Shinn
Director of Operations at West Coast Financial
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Kachina Heil, SHRM-SCP
Director of HR and Partner at West Coast Financial
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Thomas Vogel
CEO at Belching Beaver Brewery, Rtd Co-Pack , West Coast Financial Since 1996,
Updates
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We're hiring! Do you belong on our Team? Open positions include Financial Planning Analyst, Financial Planning Associate & Client Services. https://lnkd.in/gqWM9mUZ
Do You Belong On Our Team?
wcfinc.com
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Discover the diverse range of retirement account options available through the UC system and unlock insights on selecting the right account or combination tailored to UC employees' needs. Read more in our latest insight article! https://lnkd.in/gu6HMmAS
UC Voluntary Savings Plans
wcfinc.com
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You have likely heard of a Roth IRA, and maybe even a backdoor Roth IRA. But you might not be familiar with a “mega” backdoor Roth IRA. The UC Retirement Plan allows for substantial potential Roth savings through the Mega-backdoor Roth strategy. https://lnkd.in/dg4hvcPP
Mega-backdoor Roth Conversions Through the UC Retirement Plan
wcfinc.com
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University of California employees have a great opportunity to fund a long and happy retirement. But with all that is available, it is easy to get overwhelmed. What is mandatory, and what is optional? What do all the different account types mean, and how are they different from the pension plan? https://lnkd.in/gS2uhz-R
An Overview of the UC Retirement Plan
wcfinc.com
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If you own a business or own real estate in an LLC, you should be aware of the Corporate Transparency Act. This new reporting requirement seeks to limit the use of shell companies, but carries steep fines for failing to participate. https://lnkd.in/gJdiHNQn
New CTA Requirements You Need to be Aware Of
wcfinc.com
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There are a myriad of ways a couple can go about claiming Social Security benefits. In our latest insight article, 'Better Together: How Couples Can Optimize Their Social Security Benefits' we highlight one strategy to help you and your partner make the most of your Social Security benefits. https://lnkd.in/g99tMc-U
Better Together: How Couples Can Optimize Their Social Security Benefits
wcfinc.com
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Maximize tax benefits by strategically combining exceptions and exclusions for transitioning a personal residence into a retirement home, including the use of a Section 1031 Exchange. https://lnkd.in/g9ZWbvui
Blending for Results
wcfinc.com
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$100B annual real estate deals use IRC 1031 for gains deferral but too many focus only on tax savings, overlooking the true economics of an NNN lease when choosing a replacement property. https://lnkd.in/gDW8hTGp
When NNN Means No, No, No
wcfinc.com
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Nonprofit organizations often begin when a person or group of people feel a passion for serving a need or for providing a service that benefits the community. Generally, nonprofits are labors of love. However, while their purpose is heartfelt, enduring organizations also require smart leadership and planning to remain viable and serve the mission. https://lnkd.in/g2Jj5ytz