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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
A letter of instruction provides additional and more personal information regarding your estate.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Lifestyle considerations in creating your retirement portfolio.
What does the Tax Reform and Jobs Act mean for you?
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Smart investors take the time to separate emotion from fact.
Taking your Social Security benefits at the right time may help maximize your benefit.
Investors seeking world investments can choose between global and international funds. What's the difference?
Even low inflation rates can pose a threat to investment returns.