Back Cove Financial is a team of professional advisors and dedicated support staff working together for our clients’ financial well-being. We provide practical investment planning that reflects your whole life. Through our holistic approach to wealth management, we assess what is reasonable for your immediate situation, and establish an attainable plan of action. Combining our experience with common sense, we help you sift through complex scenarios to determine the best choices for your unique circumstances.
Planning for retirement
We will advise you on how much to save, what types of accounts to invest in, and an optimal risk level based on your circumstances.
Buying a home
We can help you create a positive cash flow to achieve this significant goal.
Having a baby
We will help you invest for your child's future and advise you on buying life insurance.
We can help you roll over old 401(k)s and IRAs.
Receiving an inheritance
We can advise on how to invest according to your particular needs and philosophies.
If the market goes down...
...we are here when you pick up the phone to call us. Market downturns are normal. Risk Management, diversification, and defense are all parts of a typical portfolio. We will walk with you through this process.
Uncertain what to save for?
We will listen intently and help you set goals. You may not have a specific reason to save, but still want to grow your wealth over time. We will provide allocation guidance according to the number of years you want to stay invested.