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All Services

Cost-conscious investment management and comprehensive financial planning.

Financial Wellness for Everyone

At Coastal Strategic Capital, we focus on helping individuals, families, business owners, and medical professionals live their best lives through sound financial planning based on client education.

Life-Stage Financial Planning

Early Career

Mid Career

Late Career



- Identifying where to begin

- Understanding retirement

- Learning how to invest

- Student Loan Management

- Managing competing priorities

Understanding retirement choices

- Funding retirement

- Funding lifestyle in retirement

Determining retirement date

- Managing healthcare and other costs in retirement

- Recreating income sources

Tax-efficient distribution planning

- Developing a post-career identity

- Avoid spending down financial assets

- Lifetime giving opportunities

- Wealth transfer planning


Comprehensive Fee-Based Financial Planning 

Retirement Strategies

Risk Management, Asset Protection, and Liability Protection 

Estate Planning

Wealth Accumulation Strategies

Debt Management Strategies

Tax-Favored Investment Strategies

Specialty Areas

Business Owners 

Medical Professionals



Taxable/Tax-Free Bonds

Mutual Funds

ETFs & Index Funds

Traditional/ROTH IRAs



Brokerage Accounts

Alternative Investments

Financial Planning

Retirement Planning

Debt management

401(k) planning

Business planning

Succession planning

College planning

Estate planning

Charitable gifting

Wealth Transfer Planning

Tax-favored strategies


Term Insurance

Permanent Insurance

Disability Income Insurance

Buy/sell Insurance


Group benefits

Long-term care 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.