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.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Retirees traveling abroad need to know that their health insurance travels with them.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Being healthy not only makes you feel good, it may also help you financially.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Understanding the cycle of investing may help you avoid easy pitfalls.
What if instead of buying that vacation home, you invested the money?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Women must be ready to spend, on average, more years in retirement than men.
What does your home really cost?