Travis L. MacDonald

Credentials:
  • LUTCF®

Focus: Insurance Strategies, Business Owners, LGBTQ, Retirement Income Planning, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Business Succession Planning, Investment Strategies, Retirement Strategies, Group Benefits, Financial Education

Languages: English

Preparing for that next step in life isn’t always easy.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. 

  1. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
  • Advisory services Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

Contact me to discuss your financial future.

Hobbies

Swimming
lifting weights
scuba diving
beach time with family and friends

Community Involvement

Wilton Manors Business Association
Oakland Park Business Group
Greyhound Pet Adoption of FL SE

See Travis’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Travis

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Coastal Wealth

Main Office

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

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CRN202008-234829