Building a Foundation for Financial Literacy
Retirement Benefits Consulting, LLC is a group of professionals who are passionate about providing financial education, as well as providing financial services and consulting to the growing population interested in optimizing their financial futures.
Because of this, there are two sides to our business:
- Partnering with other professionals in companies that want to promote financial education for their clients and/or employees.
- Municipal Governments
- Public Non-Profit Organizations
- School Districts
- Community Colleges
- Private and Public Employers
- Consulting with individuals who are "financially literate" as a result of our on-going educational workshops and utilizing our unique strategies and products to create well-rounded investment plans for them.
We believe that anyone can become financially literate and, with the help of our consultants, you can understand your options, build an estate, protect your assets, create plans to maintain your standard of living throughout your retirement and mitigate the tax consequences associated with these actions.
We hope that this site will give you an overview of these different aspects of our services and that you will contact us for the assistance you need in planning your future.
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Securities are offered by appropriately licensed individuals only through Gold Coast Securities, Inc member of FINRA/SIPC. Financial Planning services are offered by appropriately licensed individuals only through Gold Coast Securities, Inc., a registered investment advisor. Insurance products are offered by appropriately licensed individuals through RBC Insurance Agency, Inc. California Insurance license #0E97509. Gold Coast Securities, Inc. and Retirement Benefits Consulting, LLC. are separate and unrelated companies. Gold Coast Securities, inc and RBC Insurance Agency, Inc are not affiliated. Retirement Benefits Consulting, LLC and RBC Insurance Agency, Inc do not provide tax advice. Tax advice and accounting services are provided by Zivetz, Schwartz & Saltsman CPAs (ZSS). Neither Gold Coast Securities, Inc, Retirement Benefits Consulting, LLC, nor RBC Insurance Agency, Inc are affiliated with (ZSS)

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Friday, January 27, 2012
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Securities are offered by appropriately licensed individuals only through Gold Coast Securities, Inc member of FINRA/SIPC. Financial Planning services are offered by appropriately licensed individuals only through Gold Coast Securities, Inc., a registered investment advisor. Insurance products are offered by appropriately licensed individuals through RBC Insurance Agency, Inc. California Insurance license #0E97509. Gold Coast Securities, Inc. and Retirement Benefits Consulting, LLC. are separate and unrelated companies. Gold Coast Securities, inc and RBC Insurance Agency, Inc are not affiliated. Retirement Benefits Consulting, LLC and RBC Insurance Agency, Inc do not provide tax advice. Tax advice and accounting services are provided by Zivetz, Schwartz & Saltsman CPAs (ZSS). Neither Gold Coast Securities, Inc, Retirement Benefits Consulting, LLC, nor RBC Insurance Agency, Inc are affiliated with (ZSS)

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