GulfCoast Financial Services, Inc.

CONNECT

Address:

248 N Marion Ave.
Lake City, FL 32055

Phone:

(386) 755-9018 or (352) 505-8069

Fax/Other:

(855) 228-4423

News and Events

Keep up with the latest news and events happening at GulfCoast Financial Services, Inc. 

 

GulfCoast Radio Show

 

 

 

 

 

 

 

 

 

 

 

 

 

On Sundays from 10 to 10:30 a.m., tune in and listen to John and Blake on Gainesville's 97.3 WSKY. From finances to current events, they cover a variety of interesting topics during the show. 

>Listen to the show


2018 Tax Law Changes Seminar

Date: September 4, 2018

 

 

 

 

 

 

 

 

 

 

GulfCoast Financial held a Tax Seminar in Lake City in our newly, renovated training room. Attendees packed the room to learn about possible tools and strategies available to help develop a retirement tax strategy. 

If you, or someone you might know, could benefit from attending future seminars similar to this, please feel free to email us at info@gulfcoastfinancial.net.


Voted "Best Investment Company"

Date: September 4, 2018

 

 

 

 

 

 

 

 

 

 

For the fourth year in a row, GulfCoast Financial Services, Inc. was voted as "Best Investment Company" in the Lake City Reporter's Annual Best of the Best Awards.

We are very honored to receive this award and would to thank the community for their continued support.


Taxes in Retirement

Date: July 20, 2018

 

 

 

 

 

 

 

 

 

 

GulfCoast Financial held a Taxes in Retirement seminar in Gainesville at the Center for Innovation & Economic Development (CIED). Attendees learned about the possible tools and strategies available to help develop a retirement tax strategy. 


GulfCoast Family Cookout

Date: June 8, 2018

 

 

 

 

 

 

 

 

 

 

 

 

GulfCoast Financial Services held its Annual Cookout in June, where delicious, mouth-watering barbecue was served and everyone created their own ice cream sundaes. Everyone that attended the event was eligible to enter into a Summer Gift Basket Raffle Giveaway. We would like to thank everyone that attended! 


Continuing Professional Education Course

Date: May 23, 2018

GulfCoast Financial Services Inc. sponsored a Continuing Professional Education (CPE) Course for Certified Public Accountants (CPA) in Gainesville during the month of May.

All attendees heard a presentation from Stephen Peterson on Annuities and Life Insurance. This 4-credit hour CPE Course, was designed to provide insight and knowledge about financial and insurance services to help CPA's provide a higher level of service to their clients.

John and Brent Kuykendall were delighted to meet many CPA professionals during the course and look forward to working with them more in the future.

 

 

 


The new Medicare card is coming!

Date: May 6, 2018

Cards will be mailed between April 2018- April 2019

Centers for Medicare & Medicaid Services (CMS) will begin issuing new cards to ensure a higher level of protection for your personal information. Instead of displaying your Social Security number, the new card will have a Medicare Number that is unique to you, and will only be used for your Medicare coverage.

Here's how you can get ready:

  • Make sure your mailing address is up to date. If your address needs to be corrected, contact Social Security at ssa.gov/myaccount or 1-800-772-1213.
  • Beware of anyone who contacts you about your new card. You will never be asked to give personal or private information to receive your new Medicare Number and card.
  • Understand that mailing everyone a new card will take some time. Your card might arrive at a different time than your friend's or neighbor's. 

Call us today at 386-755-9018 with any Medicare questions or needs


GulfCoast Advantage Training

Date: April 5, 2018

 

 

 

 

 

 

 

 

 

 

 

Have you heard about GulfCoast Advantage? It's an all-in-one comprehensive client portal that gives you on-demand access to your financial picture in a single platform

You can monitor account activity, track progress toward goals, evaluate spending, and even store confidential documents in a secure location.

Not only can you access the client portal online, but you can also download our app to your phone and take it with you wherever you go.

If you're interested in using our client portal, call us today at 386-755-9018 or email John Kuykendall at jkuykendall@gulfcoastfinancial.net and we'll help you get started!


Retirement Income Allocation Seminar

Date: February 28, 2018

 

 

 

 

 

 

 

 

 

 

On Tuesday, February 28, John and Brent Kuykendall held a Retirement Income Allocation Seminar in Gainesville at the Best Western Grand Hotel, where attendees learned key concepts to enhancing retirement security.

They discussed topics such as inflation, how to preserve capital, the role Social Security plays in retirement, how health care expenses factor into your retirement strategy, and much more.

Thank you to everyone that attended to help make the seminar such a success!


Blake Recognized as Chamber Ambassador of the Year

Date: January 30, 2018

 

 

 

 

 

 

 

 

 

 

 

 

 

Blake Kuykendall, one of GulfCoast Financial's Client Service Associates, was recognized during this year's Annual Chamber Ball as one of the recipients for Ambassador of the Year by the Lake City - Columbia County Chamber of Commerce.

The role of the Chamber Ambassador is to serve as a resource between the Chamber and the local business community. Throughout the past year, Blake has attended several special events, such as open houses, ribbon cuttings, and Chamber mixers. He was also recognized as the Ambassador of the Quarter last November.


Annual Chamber Golf Tournament & Chamber Ball

Date: January 30, 2018

 

 

 

 

 

 

 

 

GulfCoast Financial Services had two teams participate in the Annual Lake City - Columbia County Chamber of Commerce Golf Tournament. The tournament brought in nearly a hundred golfers from around the area, and GulfCoast Financial was the title sponsor. Pictured above: (first team) Randall Wainwright, Hal Maranto, Jerry Herndon, and Mike Connors; (second team) Don Reed, Michael Craft, Frank Armijo, and Mike Lukchis.

 

 

 

 

 

 

 

 

 

After the Golf Tournament was over, everyone hung up their clubs for a suit and tie for the Chamber Ball Annual Dinner, which was held at the Columbia County Fairgrounds/Banquet Hall near the end of January. Pictured above: John & Janet Kuykendall (pictured left); and Brent & Tracy Kuykendall. Pictured below: Blake Kuykendall & his guest, Natalia Vicenzi (pictured left); and Belinda McLeod and her guest, Hal Maranto.

 

 

 

 

 

 

 

 

 

 


Annual Holiday Party

Date: December 14, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

We would like to thank everyone who joined us for a wonderful Holiday Party! We had a cookie decorating contest, pictures with Santa, toy drive, and holiday treats and drinks! Everyone who took photos with Santa received a professional 8" x 10" portrait in the mail. If you took a photo with Santa and haven't received it yet, please email Emily at epazel@gulfcoastfinancial.net.


Holiday Toy Drive

Date: December 14, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

From teddy bears to popular board games, GulfCoast Financial Services, Inc. collected a box full of toys during a holiday toy drive and donated them to the Lake City Elks Lodge #893 for its annual Christmas event. On Christmas Eve, the donated toys will be distributed among hundreds of children that come from around the community to see Santa.

“The Elks Lodge does a wonderful job in giving back to our community and sharing the spirit of Christmas through giving,” said Brent Kuykendall, President of GulfCoast Financial Services, Inc. “It's a privilege and a pleasure to be able to assist them in their efforts.” 


November Lunch & Learns

Date: November 20, 2017

 

 

 

 

 

 

 

Over the past few weeks, GulfCoast Financial Services held three Lunch & Learn opportunities for clients and friends to learn about key financial-related topics, as well as enjoy a delicious complimentary lunch. We would like to thank everyone who came out to help make each event a success!


Medicare Open Enrollment

Date: October 5, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Conservative Retirement Planning Class

Date: October 5, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Over the past two weeks, John and Brent spent a few evenings each week teaching a Conservative Retirement Planning Class at Santa Fe College.

Over the course of the class, students learned key concepts such as the trade-offs between risk, return, and liquidity; determining personal risk tolerance; myths and common mistakes in retirement planning; mazimizing Social Security benefits; and much more. 

We would like to congratulate each student who attended and completed the course.


GulfCoast Advantage

Date: September 1, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GulfCoast Advantage is an all-in-one comprehensive wealth management software that keeps you up to date with all your accounts, stores confidential documents in a secure location, and helps you manage your financial needs.

If you're interested in signing up for GulfCoast Advantage, please give us a call at 386-755-9018.


Cyber-Safety Presentation: think twice before using your device

Date: August 28, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you've ever been a victim of an online scam, you're not alone.

Detective Andrea Useche, from the Columbia County Sheriff's Office, revealed numerous ways that scam artists can easily trick people into losing their hard-earned money.

From email phishing scams to fraudulent websites, Detective Useche emphasized that staying informed and being prepared for the different scams out there is the best way to keep yourself and your loved ones safe.

If you know someone or have a group (civic organization, church, book club, company, etc. ) that would be interested in seeing this presentation, please feel free to contact us at 386-755-9018.


July Social Security Benefits Seminar

Date: July 13, 2017

 

 

 

 

 

 

 

 

 

 

 

GulfCoast Financial held a couple of Social Security Seminars in Lake City over the past few weeks. Attendees were able to gain valuable insight into how they can maximize their Social Security benefits. 

If you are interested in learning how you could potentially maximize your Social Security benefits, please feel free to contact us and we can set you up for a complimentary Social Security report.


Time for a Summer Checkup

Date: June 8, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

Make sure your financial house is in order for summer

Every year, you may have your annual spring cleaning taken care of by the start of summer, but what about your annual financial checkup?  

As the market changes, and your life changes, it's important to continually take a look at how your plan is working and see if any adjustments are needed.

Have you retired or changed jobs recently? Welcomed a new member into the family? Finally bought that new house you were saving up for? All these life-changing scenarios can modify your financial goals.

Call or email us today to schedule a review of your financial objectives and cross that annual checkup off your list! 


GulfCoast Financial Celebrates 25 Years

Date: May 25, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GulfCoast Financial Services held its Annual Cookout last Friday, celebrating this year's major milestone - 25 years of business! We would like to thank everyone who attended to help make the event such a success! 

>View more photos


GulfCoast Financial hosts April Chamber Mixer

Date: May 2, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Last week, GulfCoast Financial Services hosted the Lake City-Columbia County Chamber of Commerce's April Chamber Mixer, celebrating 25 successful years of business with our local community. We would like to thank everyone who attended and helped make the event such a success!

>View more photos


March Social Security Benefits Seminar

Date: April 3, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

Over the past few weeks, John and Brent Kuykendall presented on key Social Security-related concerns during our Social Security Benefits Seminars held at the Best Western in Gainesville.

 

Their presentation included information on topics such as:

  • What age to consider taking benefits 
  • How Medicare works with Social Security benefits 
  • How working in retirement might have an impact on your Social Security income benefits
  • How martial status can affect benefits

How much do you know about Social Security benefits? Contact us today to receive a complimentary Social Security report or a no-obligation copy of our Social Security Quick Facts. Call us at (386) 755-9018.


Teacher Breakfast at CHS

Date: February 17, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

Blake Kuykendall and Emily Pazel (not pictured) hosted a breakfast for Columbia High School's faculty and staff, letting them know how GulfCoast Financial can help manage their Florida Retirement System (FRS) accounts.


Golf Balls and Ball Gowns

Date: January 27 & 28, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

With driving ambition, over 80 golfers took a swing at the Seventh Annual Lake City-Columbia County Chamber of Commerce Golf Tournament, which was sponsored by GulfCoast Financial. GulfCoast Financial's team included Randall Wainwright (from left to right), John Kuykendall, Matt Ludwick and Luigi Montolio.

The following evening, the golfers hung up their clubs for a suit and tie at the Annual Chamber Ball.

 

 

 

 

 

 

 

From left to right: John Kuykendall and his wife, Janet Kuykendall; Blake Kuykendall and his guest, Leslie Ann Ronsonet; and Brent Kuykendall and with his wife, Tracy Kuykendall.


Funding Technology in the Classroom

Date: December 8, 2016

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Blake Kuykendall (from left to right) stands with Ashley Kennington, an ESE teacher at Eastside Elementary School, and Principal Roger Little, as they accept a $500 check towards the school's technology fund.

GulfCoast Financial Services, Inc. proudly presented Eastside Elementary School with a check for funding technology items used in the classroom. Teachers entered into a drawing at a breakfast hosted by GulfCoast Financial, and were asked to write down what the donation would go towards. Ashley Kennington, an ESE teacher, was the winner of the drawing and wanted funds for the school's technology needs.

 

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