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

What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...
David Glienke |
Categories
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...
David Glienke |
Categories
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is. 1 That could be because we’re seeing higher prices practically everywhere. 1 Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general. 1 That’s because thinking inflation is worse than it is can stoke our fears of...

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