Income & Wealth Strategies, Inc.
... a better alternative
We offer unique tax advantage strategies for high-net-worth individuals.
- 1031 Exchanges
- Qualified Opportunity Zones
- Premium Funded Life Insurance - not offered through Coastal Equities
Income & Wealth Strategies does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
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.