Coastal Financial Planning
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Coastal Financial Planning, Inc. prepares clients for the financial road ahead with individual retirement financial plans tailored to asset accumulation, time horizon, and risk tolerance.
About
Coastal Financial Planning, Inc. serves the needs of corporate clients through 401(k) Plan Analysis and Implementation, Corporate Downsizing, On-Site Training and more. The firm focuses on individual retirement financial plans keyed to your own asset accumulation, time horizon and risk tolerance.
Angela Thomson, CFP® is principal and founder of Coastal Financial Planning, Inc. She is frequently quoted in many local and national publications including The Wall Street Journal. The firm was profiled in a Wall Street Journal article focusing on fee-only financial planners, additionally. We service a broad client base whose investable assets begin at $100,000. Our fee-only financial approach is an objective, ethical process used in evaluating and managing clients' assets. This eliminates commissioned bias and provides a clear analysis for the maximization of assets.
Services
Investment Management
A comprehensive and flexible approach to the management of assets, based on diversification within asset classes. A wide variety of no-load financial products are utilized to attain goals.
401(k) Planning
Coastal Financial Planning, Inc., implements and reviews 401(k)'s to confirm to the new ERISA compliance laws, to insure that your business will be compliant with the significant changes for Section 404(a)(5) of the new code. 401(k), 403(b) Plan implementation and analysis. 401(K) planning and installation. We offer 401(k)'s plans to business from $1 million to $99 million in asset value. Our plans are compliant with ERISA's Section (408(b)(2) regulations. We offer over 2,000 funds from 60 fund families to insure you and your employees are receiving the best possible options within their retirement plans.
Financial Planning
Clients' goals and objectives build the foundation for individualized financial plans. Clients' input determines objectives, establishes risk tolerance and targeted return dollars. Plans are monitored and updated to reflect the clients' changing needs. Financial plans are limited to clients whose investments are under the firms custody.
Credentials & Certifications
Reviews
