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Welcome to Coastal Consultant Benefits Agency

One stop shop for all your Insurance & Financial needs.

Helping Families build their legacy.



How the vehicles of the Ultra wealthy allow you to Legally never pay Capital gains through a program signed off by the IRS!

CCBA offers its clients the same financial growth and asset protection strategy used by the 1%.

 We will help demystify the complex planning strategies used by the ultra-rich and offers the same programs to our clients. It is not about timing the markets, finding obscure deductions or using little known “loopholes”. The programs we offer are based on foundational tax law and federal statutory codes working together to create, expand and protect our client’s financial position.

Let our talented team of attorneys, paralegals, CPA's and insurance professionals show you...

*How to invest in virtually anything 100% tax free under the blessing of the IRS.
*How to thrive not just survive through the remnants of the Pandemic.
*How to buy and sell Real Estate without ever paying capital gains.
*How to legally avoid capital gains tax.
*How to run your retirement plan like a business...and profit.
*How to keep more of your hard-earned money and pay less to Uncle Sam.   
*How to legally reduce your federal tax liability from 50%-60%.
*Advanced tax strategies for real estate, business owners, investor's and more. 



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