Communities we serve
The Conejo Valley’s eastern gateway, straddling the 101 between Westlake Village and Calabasas at the edge of the Santa Monica Mountains.
Agoura Hills borders Westlake Village directly to the east, so the Palm Coast office on Townsgate Road is one or two exits away for most Agoura Hills households. The two cities share the Las Virgenes Unified School District and much of the same daily geography.
Meetings take place by Zoom or in person at the Westlake Village office, whichever you prefer. Meeting format and availability can be discussed when scheduling, and the first conversation is complimentary.
Phone: (805) 429-4183
The map is loaded from Google Maps, which may set its own cookies. You can load it here or open the address directly.
About Agoura Hills
Agoura Hills is a Los Angeles County city incorporated in 1982, set along the 101 with the Santa Monica Mountains National Recreation Area at its southern edge. Its business corridor along Agoura Road and Canwood Street houses many owner-operated firms, and a large share of residents commute to professional and entertainment-industry work in Los Angeles while choosing the Conejo Valley for its schools and open space.
Two features shape planning here. First, business ownership: many households own the company that produces their income, which raises questions of retirement plan design, owner compensation, protection, and eventually exit. Second, wildfire exposure: the 2018 Woolsey Fire burned through parts of Agoura Hills and the surrounding hills, and homeowners since then have faced higher premiums, non-renewals, and in some cases the California FAIR Plan. Property coverage is a planning item here, not a formality.
Planning priorities
Company retirement plans and the CalSavers mandate, buy-sell and key-person coverage, and building wealth outside the company year by year.
Dwelling limits that match rebuilding costs, FAIR Plan pairing where needed, and umbrella coverage sized to the household’s assets.
Entertainment and self-employment income arrives unevenly. Asset location, gain timing, and retirement contributions are planned around that with your CPA.
Owners several years from stepping back can improve what the business is worth and what they keep, with a CEPA® advisor coordinating the team.
Insights
Business Owner Planning
Wealth planning guidance for Westlake Village business owners coordinating liquidity, diversification, retirement, taxes, succession, and legacy decisions.
Business Owner Retirement Planning
A business can be a powerful part of retirement planning, but owners need personal wealth, tax, and exit strategies beyond the company itself.
Premium Life Insurance
How premium life insurance may help protect income, support loved ones, preserve assets, and coordinate with a broader financial plan.
By Zoom or in person at the firm’s office, whichever you prefer. The office is at 2625 Townsgate Road, Suite 330, Westlake Village, which borders Agoura Hills along the 101. Meeting format and availability can be discussed when scheduling.
A move to the California FAIR Plan or a new carrier usually means higher premiums, a narrower policy, or both. Insurance planning checks that dwelling limits reflect current rebuilding costs, that a difference-in-conditions policy fills the FAIR Plan’s gaps where appropriate, and that the household’s cash reserves and liability coverage account for a larger deductible or a longer rebuild.
With both balance sheets side by side: what the business is worth and pays, and what the household owns apart from it. From there the usual first items are a suitable company retirement plan, funded buy-sell and key-person coverage, and a yearly plan to move wealth out of the business into diversified personal assets.
Yes. Uneven income, project-based work, residuals, and self-employment taxes call for a plan that manages cash flow across good and lean years, funds retirement in high-income years, and times gains and gifts deliberately. The tax work is coordinated with your CPA.
These official resources support the general educational context on this page. They are not endorsements of Palm Coast Wealth Management.
Nearby
Los Angeles County
The firm’s home: a planned lakeside community that straddles the county line, with corporate offices along the 101 and many households who have been here since it was built.
Ventura County
A planned residential community in the hills north of Agoura Hills, with its own school district and a strongly family-oriented profile.
Los Angeles County
An affluent Los Angeles County city in the Santa Monica Mountains foothills, with concentrated wealth in property, business, and entertainment.
Use the secure meeting form to tell Palm Coast what you are coordinating. Do not include account numbers or other sensitive financial information.
