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.
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.
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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
How to help determine life insurance needs to provide for your family after you pass away.
The true cost of raising a child may be far more than you expect.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
To choose a plan, it’s important to ask yourself four key questions.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Apps that help small business owners better manage and grow their business.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Women must be ready to spend, on average, more years in retirement than men.
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.