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Coquina Private Wealth Advisors

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  • PtCharlotte,FL-79P
    18501 Murdock Cir Ste 201 Port Charlotte, FL 33948-1067 T: 941.206.5120 F: 941.206.5124
    Map and Directions Map and Directions
  • Sebring,FL - 79P10
    659 S Commerce Ave Sebring, FL 33870-3810 T: 863.658.5359
    Map and Directions Map and Directions
  • Boca Raton, FL-79P08
    902 Clint Moore Rd Ste 124 Boca Raton, FL 33487-2846 T: 954.227.5511 F: 561.372.9144
    Map and Directions Map and Directions
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Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate ...
Savings & Investments
Benefits of Spending Less
Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget...
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Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on a certificate of deposit (CD). Just enter a few p...
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College Savings Calculator
Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you st...
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Compound Savings Calculator
Consistent investments over a number of years can be an effective strategy to accumulate wealth. Even small additio...
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Compound Interest and Your Return
How interest is calculated can greatly affect your savings. The more often interest is compounded, or added to your...
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Cost of Waiting to Save
Waiting to begin your savings plan may have an important impact on your results. A delay of even a few years could ...
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Emergency Savings Calculator
Having adequate emergency savings can make unforeseen unemployment, auto repairs, medical emergencies, property dam...
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Investment Distributions
This calculator helps you determine either how large or how long periodic distributions can be taken out of an inve...
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Investment Goals
What will it take to reach your investment goal? Use this investment goal calculator to determine how much your inv...
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Investment Returns
Meeting your long-term investment goal is dependent on a number of factors. This not only includes your investment ...
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Building Legacies one life at a time

Coquina Private Wealth Advisors

Coquina Private Wealth AdvisorsCoquina Private Wealth Advisors
  • 18501 Murdock Cir Ste 201 Port Charlotte, FL 33948-1067
  • T: 941.206.5120
  • F: 941.206.5124
  • Map & Directions
  • Map & Directions
  • 659 S Commerce Ave Sebring, FL 33870-3810
  • T: 863.658.5359
  • Map & Directions
  • Map & Directions
  • 902 Clint Moore Rd Ste 124 Boca Raton, FL 33487-2846
  • T: 954.227.5511
  • F: 561.372.9144
  • Map & Directions
  • Map & Directions

Coquina Private Wealth LLC (“Coquina”) is registered as an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Coquina in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Coquina, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.


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