Brian A. Madrigal AAMS®

Investment Advisor Representative

Phone: (954) 308-7140

Email: bmadrigal@mycoastalwealth.com

Contact Me
Brian A. Madrigal AAMS®

Supporting high-net-worth families, business owners, and institutions with financial planning rooted in experience and education.

Focus: Insurance Strategies, Retirement Income Strategies, Investment Strategies, Charitable Giving, Business Succession Strategies, Risk Management Strategies, Estate  Conservation Strategies, Financial Education, Student Loan Refinancing, Business Owners, College Funding Strategies, Group Benefits

‍

Languages: English

I studied communications at Kean University from 1997-2000. I began my career in the Financial Services Industry in November 2000. Being a firm believer in higher education, I furthered that education by attending and The College for Financial Planning® where I earned the designation of Accredited Asset Management Specialist, AAMS™ in 2004. During my 20+ years in the Financial Services Industry, I have represented firms from Main Street to Wall Street.

‍

Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.

‍

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high-net-worth families, businesses, and institutions.

‍

DISCLOSURE:

I AM LICENSED TO SELL INSURANCE IN: AZ, FL, GA, IA, IN, KS, MI, NC, ND, NE, NJ, NY, TN, TX, UT, WA, WI, AND WY

I AM LICENSED TO SELL SECURITIES IN: AZ, FL, NC, NJ, NY, TN, TX, WA, AND WI

REGISTERED REPRESENTATIVE OF AND OFFERS SECURITIES AND INVESTMENT ADVISORY SERVICES THROUGH MML INVESTORS SERVICES, LLC. MEMBER SIPC (WWW.SIPC.ORG). OSJ: 1000 CORPORATE DRIVE, SUITE 700, FORT LAUDERDALE, FL 33334 (954) 938-8800

‍

‍

My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

‍

This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Implement

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

‍

Personal Solution

Protection

  • Life Insurance
  • Disability
  • Income Insurance
  • Long Term Care
  • Medical | Health | Dental

Retirement
Services

  • 401(k)
  • 403(b)
  • 457(b)
  • IRAs
  • Roth IRA
  • Defined Benefit Plans

Investment Products Services

  • Annuities (Fixed & Variable)
  • Brokerage
    Investments

Estate Planning

  • Tax Efficiency Strategies
  • Charitable Giving

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

See If We’re The Right Fit
See Who We Help

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession
‍

  • Buy-sell protection
  • Key person coverage
  • Buy-out funding

Qualified Plans

  • 401(k)
  • Simple/SEP IRAs
  • Defined Benefit Plans

Non-Qualified
Plans

  • Executive Bonus
  • Deferred Compensation
  • Split Dollar

Group Benefits*

  • Health Savings Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Long Term Care
  • Disability Insurance

* Some products offered by unaffiliated insurers.

Associated with MassMutualSupported Independence Platform
BrokerCheck by FINRA