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Coquina Private Wealth Advisors

Coquina Private Wealth AdvisorsCoquina 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
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401(k) Savings Calculator
A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advanta...
Retirement
401(k): Spend It or Save It
There are several ways to manage your 401(k) balance when you leave an employer. The most fundamental of which is s...
Retirement
Start
Start
403(b) Savings Calculator
403(b) plans are only available for employees of certain nonprofit tax-exempt organizations: 501c(3) corps, includi...
Retirement
Amortizing Loan Calculator
Enter your desired payment - and let us calculate your loan amount. Or enter in the loan amount, and we will calcul...
Loans
Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate ...
Savings And Investments
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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...
Savings And Investments
Start
Car Loan Calculator
Use this calculator to generate an estimated amortization schedule for your current mortgage. Quickly see how much ...
Loans
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Cash Flow Calculator
Having adequate cash flow is essential to keep your business running. If you run out of available cash, you run the...
Personal Finance
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...
Savings And Investments
College Savings Calculator
Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you st...
Savings And Investments
Company Stock Distribution Analysis
If you own company stock in a retirement plan, you may be able to take advantage of the long-term capital gains tax...
Retirement

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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