Income & Wealth Strategies, Inc.
... a better alternative
We offer a broad choice of financial tools to help diversify client’s portfolios.
- Stocks, Bonds, ETF’s, Mutual Funds, CD’s
- IRA’s, 401k’s, 403b’s, Roth IRA
- College Funding 529 plans
- Fixed and Variable Annuities
- Actively Managed Equity Portfolios
There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds and certificate of deposits involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. A security or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
Richard Goodwin is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Income & Wealth Strategies. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., and Coastal Insurance Services, which consist of several affiliated insurance agencies.