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Insurance Agent

Coastal Wealth  Solutions

Group Benefits Done The Coastal Wealth Way

At Coastal Wealth Solutions, we are committed to providing quality insurance consultation and services for all your needs. Depending on your requirements, we help you manage a wide range of risks and exposures. Our company was founded in order to provide affordable insurance solutions for individuals and businesses. Contact us today to schedule an appointment with one of our experts.

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Our Solutions

Regardless of your needs, we have a solution for you.

Group Benefit Solutions

Our team of experienced consultants offer industry leading solutions to our clients' group benefit needs.  From 3 to 30,000 employees, we have the solution that is right for your organization.  Our focus is on providing cost-effective and comprehensive benefit packages to our clients and their employees.  We offer medical, dental, vision, life insurance, disability insurance, and many more with the primary objective of ensuring our clients are able to retain and recruit top-tier talent.

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Benefits Education

While most group benefit firms are viewed as simply insurance sales agencies, our organization is dedicated to educating the employees of our clients.  With benefits being one of the largest expenditures for many companies, it is imperative that employees understand the benefits available to them.  A workforce that understands their benefits and how to use them will make better healthcare decisions and appreciate the benefits available to them.


Executive Compensation and Benefits

To avoid unnecessary worry about what the future holds, we ensure that you are covered. With established relationships with numerous carriers, let us put together the optimal Executive Insurance Package that offers the highest level of protection for you.  While your executive team manages your business, we manage their benefits.  Whether it be high net-worth life insurance, key man insurance, business continuation insurance, or benefit packages designed specifically for your executives, we will exceed your expectations.

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Human Resource Solutions

Human Resource, or Human Capital Management, is the most important part of running a successful company.  Our team ensures that your organization remains within compliance regulations, manages time and people well, and doesn't go broke in the process.  From payroll processing to retirement plan management, we have you covered.

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Who We Are

At Coastal Wealth Solutions, we are committed to excellence. Since our founding, we have been working hard to ensure our clients receive the best possible insurance services. Our team of professionals offer unparalleled customer support and expert advice. Learn more about what we do by contacting one of our professional advisors for a free consultation. You’ll be surprised to learn what we can offer you and your business.

Get In Touch

1000 Corporate Drive, Suite 700

Ft. Lauderdale, FL 33334


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