Services


We help our clients achieve financial freedom through the following services:

•Basic Needs Planning

•Insurance Analysis

•Review of Existing Insurance Portfolio

•Long Term Care Insurance

•Retirement Income

•Estate Liquidity and Insurance Planning

•Planning for Business Owners & Key Executives

•Business Succession Planning

•Group Life, Medical and Disability

Coastal specializes in strategies focusing on the business owner and their key executives. In the right circumstances, we favor non-qualified selective benefit, business succession and estate plans that feature a balance sheet friendly way to supplement their retirement without adopting expensive government regulated plans alternatives that must include everyone else.