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 Stocks Work
Understanding how a stock works is key to understanding your investments.
You’ve made investments your whole life. Work with us to help make the most of them.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Six overlooked tax deductions to help manage your tax bill.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
With alternative investments, it’s critical to sort through the complexity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here’s a crash course on saving for college.
Smart investors take the time to separate emotion from fact.