Stone Coast Advisors specializes in helping individuals and
hard-working families build comprehensive financial plans that
help you grow and preserve wealth, protect your assets and
generate lifetime income all designed around your unique values
and lifestyle goals.
Wealth & Retirement
Planning Services include:
• Retirement accumulation &
income planning
• Investment management,
401 (k) investment
guidance, including
individual employee advice
• Company-sponsored
retirement plan design
• Education savings strategies
• Life, Annuities, Long Term
Care insurance strategies
• Multi-generational wealth &
estate planning
As independent advisors, we
have no proprietary products,
and can provide unbiased
recommendations & solutions
to our clients.
STONE COAST FINANCIAL ADVISORS, LLC.
Comprehensive Wealth & Retirement Planning Services
Securities offered through Investors Capital Corporation, Member FINRA/SIPC,
6 Kimball Lane, Lynnfield, MA 01940, 800-949-1422.
Advisory Services offered through Investors Capital Advisory.
David K. Dugan, CFP
®
, Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
ddugan@stonecoastadvisors.com • investorscapital.com
Stone Coast Financial Advisors, LLC.
10 Derby Street, N1
Salem MA 01970
978-744-5511
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