Why ClearCoast

Passion & Experience

We begin every day excited to learn something new and are eager to share our knowledge and experience with you.

 

Integrated Approach

More than just investments. Tax planning, Estate planning, Retirement Planning, and more. We strive the provide the resources necessary for you to reach your goals.

 

Personalized Client Relationship

We get to know you, developing a plan towards retirement and a friendship transcending beyond quarterly reviews.

 

Why Us?

Our Services

 

Investments

  • Bonds
  • Common Stock
  • Exchange-Traded Funds
  • Mutual Funds
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

 

Financial Planning

  • Retirement Plans
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Our Team

President, Financial Advisor

David Glienke is the President of ClearCoast Wealth Management. He is passionate about seeking new ways to enhance the...

Administrative Assistant

Heather joined the team in February 2015. She is responsible for providing exceptional service to all clients and...

Administrative Assistant

Beckett joined Clearcoast in September 2022. She is a proud mother of two beautiful girls that she is currently...

ClearCoast Wealth Management manages assets for individuals and families, providing investment management, and financial planning services.

Blog

First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...

Resources

 

The Very High Cost of Waiting to Save for Retirement

 

Video: How to Choose the Right Investment Advisor

 

Planning a Family: What to Save for Right Now

See all videos  Financial Calculators  Useful Links