Broker Check

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

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Understanding the Alternate Valuation Date

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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