We Believe Everyone Deserves a Plan.

Investing is a journey, not a destination. We bring a family-centered approach to your personal, financial values while keeping things simple. From retirement planning to tax efficient wealth management, Coastal Wealth Planners can guide you on your most important financial decisions. As your partner, we like to say “The Journey Starts With You” therefore, our goal is to assist in the generation, growth and protection of your wealth. Because of this, we work with clients who are both just starting plans to create wealth as well as those who have already generated wealth of their own. For more information, read Our Story. Ready to hear more? Browse our services below or book a FREE consultation.

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Our Services

Retirement planning is one of the most commonly sought forms of financial planning today and often the number one goal for investors. However, statistics show that many Americans either haven’t saved enough for retirement and an alarming rate aren’t even aware of how much they actually have saved towards retirement. In addition to these factors […]


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Tax Efficient Investing is an approach to minimize overall tax liability for an investor. A financial decision is considered to be tax-efficient if the tax outcome is less than the outcome of other taxed financial alternatives. What is Tax Efficient Investing? Tax Efficient Investing refers to structuring your investment assets and decisions to trigger the […]


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Wealth Management takes all of the parts of your financial picture into perspective and uses a holistic approach to guidance and/or management. Taking the time to make a detailed financial plan is only a step in the journey of pursuing your goals. Without action a plan cannot execute towards the goals that our clients hold […]


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A successful financial plan in many cases involves money to outlive the investor, addressing the primary concerns of having one’s money last. However, the planning continues beyond that point as a result of this wealth transfer to heirs often referred to as Estate Planning or Legacy Planning. A proper Legacy Plan will help to ensure […]


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Income Planning refers to the plans that are created around one’s income necessary to achieve a set of financial goals. This income can be accounted for from many different sources such as Social Security Income, Pension Income, Rental Property Income, Disability Income and Salary/Hourly wage income. But what happens when this income doesn’t cover the […]


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Financial planning is a comprehensive evaluation of an individual’s current financial state, and the projected future state as it relates to one’s goals. This includes gathering all current financial information such as: income, debt, savings, investments and real property that can contribute to one’s net worth as well as current or future goals. As important, the […]


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Partnering with your trusted professionals

We are proud of the range of services and assistance we can provide the existing members of your financial team and the professionals we can bring on board to give you a comprehensive planning experience.

Family Law

At Coastal Wealth Planners we deeply understand the difficulties of certain life events that can take place in one’s life. During a transition from marital to individual planning that may include QDROs and equitable distribution of various asset classes we are here to help. It is our goal to understand the impacts of the marital […]
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Elder Law

From trusted contacts to powers of attorney we understand the needs and complexity of creating a support system for our clients. Due to the rising longevity rates it is becoming more and more common to work with multi-generational families as the most senior family members enter their later years. It is our goal and our […]
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Estate Attorney

Legacy Estate Planning encompasses many areas of consideration for the investor that has a conscious intent to pass money on after their lifetime. A thorough understanding of the intent of the plan is the beginning stage of the discovery process that covers who, how and why. We will seek to evaluate who the legacy should […]
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CPAs

Our clients often face complex tax situations. As a result, it is of great importance that we at Coastal Wealth Planners are aiding in the overall financial plan by incorporating tax awareness into our approach. From tax-efficient investing, charitable giving, tax-favored accounts and proper tax planning for future projections. We find that working closely with […]
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Ready To Start Your Plan?

Contact Coastal Wealth Planners and get started today.

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