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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
It may help your business be better prepared in the event of the death of a principal or key employee.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Earnings season can move markets. What is it and why is it important?
To choose a plan, it’s important to ask yourself four key questions.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When should you take your Social Security benefit?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.