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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Do you have an estate strategy? You should.
The true cost of raising a child may be far more than you expect.
There are ways to improve your physical fitness without denting your fiscal fitness.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.