Broker Check

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

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Rightsizing for Retirement

What does your home really cost?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

View all videos arrow