Conviction
Over the last 35 years, Coastal Capital Group has had the honor of helping hundreds of individuals, families, business owners, and institutions work toward financial independence. In doing so we observed a common occurrence: Many Financial Advisors overlook the most basic building blocks necessary to support a strong financial foundation for their clients.
We believe there's a better way.
Empowerment
We believe a strong financial foundation starts with the ability to manage your daily finances with purpose and discipline. Our process begins by helping you focus on items that you can control and can have a great impact on your success. At Coastal, we aspire to help you form healthy financial behaviors that eventually become enduring habits.
We teach you how to do it.
Passion
Our passion for financial planning centers around you. Coastal exists to help everyone we work with achieve financial independence, the way you define it. Whether it’s attaining a certain number, a set of goals or peace of mind, we aim to help you achieve what’s important to you, based on your priorities – not ours.
We nurture what matters to you.
Helpful Content
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.