About

We work primarily with individual families and small business owners. Our goal is to help families become ''Debt-Free'' and Financially Independent by providing a complimentary written Financial Roadmap.

We Proudly Offer the Following Services:
* Term Life Insurance
* Long Term Care Insurance
* Mutual Funds
* Fixed and Indexed Annuities
* 401(k) Rollover Options
* Roth & Traditional IRA's
* College Education Savings Accounts
* Small Business Retirement Plans

Securities and Advisory services offered through GWN SECURITIES, INC. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Coapstick Financial and GWN SECURITIES, INC are non-affiliated companies. Dave Ramsey and GWN SECURITIES, INC. are non-affiliated companies.