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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Building wealth requires protection from the forces of wealth destruction.
Understanding how a stock works is key to understanding your investments.
This worksheet can help you estimate the costs of a four-year college program.
Earnings season can move markets. What is it and why is it important?
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
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
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
You’ve made investments your whole life. Work with us to help make the most of them.
How do the markets usually react to elections? Was the 2016 election any different?
How will you weather the ups and downs of the business cycle?