MAXIMIZE your retirement income, PRESERVE your savings, and get closer to a TAX FREE retirement!


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Let Us Create “Your” Custom Maintain Your Lifestyle Guide.  We solve for desired lifestyle, inflation and products that will deliver results based on your retirement goals.

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Financial Advisor Vero Beach-FL

East Coast Tax and Financial Planning is full service tax, investment, and financial planning firm located on the Treasure Coast of Florida. Our mission is to provide families and businesses with innovative financial strategies, solutions, and planning. As Investment Advisors, East Coast Tax and Financial Planning has a fiduciary duty to act in the best interests of their clients at all times.  Although we are located in Vero Beach, Fl.  we are able service our clients all over the United States.

Indian River Chamber of Commerce, Financial Advisor Vero Beach-FL
International Association of Registered Financial Consultants, Financial Advisor Vero Beach-FL
WAXE 1370 iheart radio Vero Beach-Fl, Financial Pulse

Financial Advisor Vero Beach | Treasure Coast

2945 Cardinal Dr. Vero Beach Fl. 32963 | 772-774-7970

Investment Advisory Services Offered Through East Coast Tax and Financial Planning, a Registered Investment Advisory Firm