We are here to help educate our clients about some of the most efficient concepts and strategies utilized in the financial community today. Primarily serving successful entrepreneurs, professionals, and retirees, our goal...
Coastal Wealth Management is a full-service financial firm whose professionals are dedicated to helping our clients build wealth, protect assets, and preserve their estates.
One of the assets of the firm’s value proposition is the degree to which we employ collaboration both internally and externally. Our team includes highly qualified individuals with credentials such as Certified Financial Planning...
Understanding Today's Financial Environment
Independence is a key word when it comes to the mission of Coastal Wealth Management (CWM). As an independent marketing organization (IMO), the firm has constructed a blueprint platform for independent representatives—more than 150 across 24 states—to deliver customized strategies that uniquely fit client needs.
Navigating today’s financial environment has become more challenging than ever before. With so many unknowns ahead of us in this country we believe it’s our firms mission to fully equip our clients and work alongside them to build a plan that addresses both today’s needs as well as anticipates tomorrow’s challenges. When designing a plan we use a holistic approach that includes wealth accumulation/distribution strategies, investment tax options, and overall risk management. This approach combined with our client centered philosophy is the reason CWM is one of the fastest growing IMO’s in the nation today.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Marriage changes everything, including your insurance needs.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here’s a guide to explain all the parts of Medicare.
A look inside the U.S. government's statistics on household net worth.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A four-step framework for building a personal legacy.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Around the country, attitudes about retirement are shifting.
A bucket plan can help you be better prepared for a comfortable retirement.
There are hundreds of ETFs available. Should you invest in them?
What are your options for investing in emerging markets?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.