Coastal Financial

Financial planner in North Dartmouth, MA (show on map)

5.0

★★★★★

3 reviews

Coastal Financial offers comprehensive financial planning and investment advisory services tailored to individuals, families, and businesses, focusing on wealth management, retirement planning, estate planning, and employee benefits solutions.

Call (508) 990-1583

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About

Coastal Financial is a financial services firm specializing in tailored financial planning, investment advisory, insurance, and employee benefits solutions for individuals, families, and businesses. The company offers comprehensive services including wealth management, retirement planning, estate planning, and specialized programs for businesses to enhance employee satisfaction and financial wellness.

Services are delivered through a partnership with MML Investors Services, LLC, and the firm emphasizes a holistic, client-focused approach to achieving long-term financial goals and legacy planning.

Holistic financial planning approach

Employee financial wellness programs

Private client experience for high-net-worth individuals

Integration with MML Investors Services for comprehensive solutions

Services

Financial Planning for Individuals & Families

Comprehensive financial planning covering financial management, risk management, wealth accumulation, tax management, retirement planning, and estate planning tailored to individual needs.

Personalized financial analysis Risk management strategies Wealth accumulation planning Tax management integration Retirement planning solutions Estate planning coordination

Business & Organization Financial Solutions

Tailored financial planning packages for businesses, including employee benefits, business valuation, succession planning, and key person insurance.

Employee benefits planning Business valuation services Succession and exit strategy planning Key person insurance Non-qualified deferred compensation plans Retirement and profit-sharing plans

Private Client Experience

Exclusive advisory services for high-net-worth individuals, entrepreneurs, and multi-generational families, focusing on philanthropy, legacy building, and concentrated stock position optimization.

Philanthropy strategy development Legacy planning and family foundation setup Concentrated stock position optimization Business sale and divestiture planning Multi-generational wealth transfer guidance