Broker Check


Why Coastal Financial Advisors

Financial Planning: Identifying Wealth Transfer and Risk

Financial Planning: Identifying Wealth Transfer and Risk

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. Here at Coastal Financial Advisors we put together a customized financial plan for you out to age 100, so you can have peace of mind and enjoy your years of retirement. Tax efficiency is essential throughout the planning process.

Investment Advisory Services

Investment Advisory Services

As a Series 65 licensed advisor our fiduciary responsibility is to always do what is in your best interest. We review all aspects of your current scenario and analyze your financial assets to help establish true risk and fee expense. Our planning process is rigorous. Next is a recommendation of a Success Plan that is specific to your scenario. You will find full transparency and integrity throughout your experience with Coastal Financial Advisors. We then work with our RIA, Foundations Investment Advisors and our portfolio managers to find the best investment solutions. 

Retirement and Estate Planning

Retirement and Estate Planning

Planning for the transfer of assets at death is a critical element of retirement planning especially if there are survivors who are dependent upon the assets for their financial security. Larger estates may be confronted with settlement costs and sizable death taxes which could force liquidation if the proper planning is not done. 

Tax Planning

Tax Planning

Implementing the proper strategies to reduce taxes can make a difference of hundreds of thousands of dollars in savings which means more income for distribution. A proper financial plan should not only include asset management but tax efficient strategies to manage down the tax exposure of the client portfolio. 

401(K), 403(B) Review and Planning

401(K), 403(B) Review and Planning

Most employer-sponsored plans today are established as "defined contribution" plans whereby an employee contributes a percentage of his earnings into an account that will accumulate until retirement. Knowing when to withdraw and how to manage RMD's are important in planning for retirement. 



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Medicare Supplement Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  910-338-0655