Your Free Retirement Review —
Build a Plan Built to Last
Find out if your retirement income strategy can withstand market downturns, inflation, and a long life. One honest conversation. Zero pressure.
What you'll walk away with
- A clear picture of where your retirement income actually stands
- Gaps in your plan identified — before they cost you
- Strategies for reducing taxes in retirement
- An honest second opinion, no strings attached
The Question Most People Near Retirement
Have Never Had Answered
"Will my money actually last as long as I do?"
Most people near or in retirement have never had an independent advisor sit down and honestly evaluate their plan. Not a bank. Not a brokerage pushing products. Just an objective, experienced second opinion.
That's what a free Retirement Review at Coast Wealth Management is — an honest conversation about where you stand, what risks you may not see, and what options you have.
What You'll Walk Away With
In 30 minutes, we cover the ground most advisors don't get to in years.
How Secure Is Your Retirement Income?
We'll give you an honest assessment of whether your income strategy can hold up — through market drops, inflation, and a long retirement.
Your Market Vulnerability — Honestly Assessed
Sequence-of-returns risk is real. We'll show you if your portfolio is positioned to protect your income when markets drop.
Hidden Gaps Most Advisors Miss
We review the areas most plans overlook — tax exposure, inflation drag, income gaps, and whether you're quietly paying more in fees than you should be.
A Legacy Plan That Protects Your Family
Simple, practical steps to make sure your assets go where you want them — and your family isn't left with a mess.
Your Advisor: Flavio Medeiros
Flavio Medeiros is the founder of Coast Wealth Management and has spent more than 20 years helping people in South Carolina — and across the country — build retirement income strategies they can actually count on.
A 9-year U.S. Navy veteran, Flavio brings the same discipline and integrity to every client relationship that he brought to serving this country. As an independent, fee-based fiduciary, he is legally required to act in your best interest — not earn a commission. You get objective advice built around your situation, not a product someone needs to sell.
Fiduciary & Fee-Based
Legally required to put your interests first. Always.
Your investments securely held with our custodial partners
Here's Exactly What Happens When You Book
Simple, transparent, and on your schedule.
Pick a time on the calendar above
Choose in-person at our Myrtle Beach office, phone, or video call. We serve clients in SC and nationwide virtually.
Receive your confirmation instantly
You'll get an email confirmation right away with everything you need — date, time, and how to connect. That's it.
Your 30-minute strategy conversation
We talk through where you are, where you want to be, and what your current strategy is — and isn't — built for. Honest. Clear. No jargon.
Walk away with clarity — and options if you want them
If we see improvements worth making, we'll share them. If your plan is solid, we'll tell you that. You're always in control of what happens next.
Ready to Know If Your Plan Is Built to Last?
30 minutes. No cost. No obligation. An honest second opinion from an independent advisor who works for you.
Common Questions
Straight answers — no fine print.
Is there really no cost?
None. This is a complimentary conversation. We believe in earning your trust before we ever ask for your business.
Do I need to bring anything?
Nothing is required. Recent account statements or a Social Security estimate are helpful if you have them — but we can have a productive conversation without anything in hand.
I already have a financial advisor. Is this still useful?
A second opinion is almost always worth it, especially approaching retirement. We're happy to review your current strategy and give you an honest assessment — even if that means confirming your advisor is doing great work.
I'm in my 40s or 50s — not yet retired. Is this for me?
Absolutely. The earlier you build a retirement income strategy, the more options you have. We work with clients who are decades away from retirement and those already in it.
Do you work with clients outside South Carolina?
Yes — we work with clients across the country via phone and video. If you're outside Myrtle Beach, a virtual meeting is just as effective.