Flavio Medeiros
Veteran dedicated to securing your retirement
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Coast Wealth Management
Flavio Medeiros
Myrtle Beach, SC
Serving Clients Nationwide
Veteran dedicated to securing your retirement
Areas of Focus
- Divorce Financial Planning
- Investment Management
- Retirement Planning
- Saving for College
- Social Security
About Me
Hi I'm Flavio. 👋 I'm behind Coast Wealth Management Group, where I combine my passion for empowering individuals and businesses with strategic financial guidance.I'm a Navy Veteran and live in South Carolina, serving anyone nationwide.
With a specialization in retirement planning, including expertise in 401(k) rollovers, retirement income, and business retirement plans, I bring a wealth of knowledge to those navigating the complexities of preparing for a secure future.
I can also offer comprehensive financial solutions across various aspects of wealth management. From investment strategies and insurance options to personalized financial planning, I'm dedicated to helping clients achieve their financial goals with confidence and clarity.
Primary Location
1000 21st Ave N, Suite 12 Myrtle Beach, SC 29577
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free consultation. Working with us is easy. We make sure you understand what you have, the risk you're taking, and what your options are. There's no obligation or cost to meet or talk with us. We can chat on the phone/zoom for an initial review, come to your home, or you can visit our Myrtle Beach office. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Welcome to Coast Wealth Management Group!We're your go-to team for smart retirement and investment strategies, whether you're planning for tomorrow or years down the line, we're here to guide you through every financial decision with personalized advice and solutions that fit just right.
Let's navigate your financial journey together, making every step clearer and your future brighter.
We're located in Myrtle Beach, SC but service nationwide.
Advisory Services offered through Success Wealth Management, LLC, a Registered Investment Advisory Firm.
Education
The College of Westchester, Bachelor of Business Administration (BBA), Business Administration and Management, General
Hobbies and Interests
- Basketball
- Beach
- Boating
- Camping
- Computer
- Cooking
- Eating Out
- Entertaining
- Exercising
- Family
- Fishing
- Football
- Grilling
- Hiking
- Hockey
- Movies
- Music
- Reading
- Relaxing
- Shopping
- Skating
- Soccer
- Sports
- Television
- Traveling
- Walking
- Working Out
- Writing
SEC Lookup
View DisclosureWho We Serve
- Actuaries
- Airline Pilots
- Artists
- Attorneys
- Baby Boomers
- Business Owners
- Caregivers
- Christians
- College Graduates
- Content Creators
- Contractors
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Individuals
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Physicians
- Professional Athletes
- Real Estate Agents
- Remote Workers
- Sales Professionals
- Scientists
- Single Women
- Technology Professionals
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Young Families
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