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
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estate Management Checklist
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Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?