Services
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 | Retirement | ||
|---|---|---|---|---|---|
Concerns | - 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 |
Services | 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 | |||||