Coastal Wealth Solutions: Effective Risk & Wealth Strategies

Personal and Business Solutions

Our ultimate goal is to help clients make good financial decisions in line with their values by providing holistic, comprehensive financial services to individuals and businesses.
We work together to help you reach your financial goals.

Personal Solutions

Services offered:

PROTECTION
- Life Insurance
- Disability Income Insurance
- Long Term Care
- Medical | Health
- Property & Casualty
TAX PLANNING
- Tax reduction
- Tax deferral
- Tax avoidance
INVESTMENT PRODUCTS
- Managed accounts
- Annuities (Fixed & Variable)
- Brokerage
- 401(k), 403(b), 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plan
ESTATE PLANNING
- Charitable Giving
- Estate balancing
- Capital transfer
- Asset ownership

Business Solutions

Services offered:

SUCCESSION
- Buy-sell protection
- Key person coverage
- Buy-out funding
QUALIFIED PLANS
- 401 (k)
- Simple/SEP IRAs
- Defined Benefits Plans
NON-QUALIFIED PLANS
- Executive Bonus
- Deferred Compensation
- Split Dollar
GROUP BENEFITS
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance

^{Contact Us}If You Can Dream It,
You Can Do It

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Our Solutions

Personal and Business Solutions

Personal Solutions

Business Solutions

Contact UsIf You Can Dream It, You Can Do It

Want to be Smarter With Your Money?

^{Contact Us}If You Can Dream It,
You Can Do It