Bergman, Morales, Parker & Walsh 

Financial Advisors

Coastal Wealth, a member of the MassMutual Financial Group

Business Solutions

 

 

 

 

  • Business continuation planning
  • Funding option analysis
  • Buy-sell strategies
  • Family business succession planning
  • Key person insurance
  • Executive fringe benefits
  • Executive bonus plans
  • Split dollar insurance
  • Deferred compensation funding
  • Salary continuation plans
  • Non-qualified executive fringe benefits
  • Employee benefit program
  • Pension, profit sharing and 401(k) plans
  • Payroll deduction plans
  • Group Health / Dental / Disability Products

Contact us today for more information.

Kristina M. Bergman (561) 207-2311  kristinabergman@mycoastalwealth.com
Daniel Morales (561) 207-2323  danielmorales@mycoastalwealth.com
Charlie Parker, LUTCF (561) 207-2312  charlieparker@mycoastalwealth.com
Thomas E. Walsh, LUTCF (561) 207-2306  thomaswalsh2@mycoastalwealth.com

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Contact Information:

Coastal Wealth

250 S. Australian Ave. Suite 1200
West Palm Beach, FL 33401

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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