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WEALTH MANAGEMENT

Take the mystery out of financial planning by turning to Coastal Wealth Management.

A better tomorrow starts by working with Coastal Wealth Management today

Here's how Coastal's Financial Planning services can help you live better:

  • Customized retirement plans focus on your unique goals while staying within your risk comfort zone
  • Focused portfolio management means your assets are always aligned with your strategy
  • Flexible options* for investing, including mutual funds, stocks and bonds, market-linked CDs, annuities and more
  • Attentive financial advisors ensure you thoroughly understand the details of your strategy
  • id AllySM : Our identity theft recovery program is included free with this product

Financial Planning Services

Services Benefits

Retirement and Financial Planning

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Coastal is committed to helping all members plan for a secure retirement.  Whether you are just getting started, considering your last day on the job, or currently retired, we are here to partner with you to make smart decisions with your money.  We invite you to join Coastal’s Retirement Planning Program. 

Investments

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Coastal Wealth Management, through CFS*, offers a wide variety of investment options from hundreds of different investments and insurance companies. The investments options range from conservative fixed interest to moderate risk options and more aggressive options with stock market exposure.

Trust and Estate Planning Services

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There are several steps to ensure proper estate planning, including, but not limited to, wills, trusts, and powers of attorney.  Coastal Wealth Management has created a network of partnerships with attorneys throughout our footprint who understand the value of credit union membership. They can provide professional legal services from simple wills to intricate estate planning, based on your individual needs.

Insurance Services

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At Coastal Credit Union we care about ensuring that you, your family and your business are ready to handle anything life can throw at you. Because of that, we strive to bring you the best coverage for Life, Disability, Long-Term Care insurance and more. We shop the market so you don’t have to and can consult you on the best coverage for your need. Whether you are a new family looking to buy your first policy, a business owner looking to update your buy/sell agreement, or you are interested in passing along your hard earned estate to the next generation, we can help.

Elder Care Planning

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Our mission is to assist Coastal’s members and their families through the process of aging with dignity and thoughtfulness amd assist with all aspects of planning to help ensure older loved ones are cared for with the utmost respect and provided the quality of life they have wished for.  Coastal’s Elder Care Planning Program includes a network of professionals including, but not limited to, financial advisors, care management specialists, and attorneys. Elder Care Planning is also incorporated into Wealth Management’s financial planning process to include later life wishes and plans.

Planning for College

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Understanding the many types of accounts used to save for college costs is very important. Coastal Wealth Management can help you evaluate which account is best for your situation.

Seminars

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Sometimes you need to see it to believe it.  Join our experts as they explain a variety of topics aimed at saving or making you money.

Meet our Advisors

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Our team takes time to listen to your unique needs before customizing a strategy that will always be aligned with your goals.
Security Commitment
Security Commitment
Protect yourself from fraud and identity theft.

Resource Center

5 Simple Tips to Avoid Fees on Your Checking Account

Nobody likes to pay fees. But, the thing is, if you don't watch what you're doing, or if you don't ask the right questions, you could end up paying a few.

How to Create a Simple Budget

Building a budget can be a great way to help reduce financial stress and plan for the future. According to a recent Gallup poll, only 32% of Americans had a monthly budget to track income and expenditures and only 30% had a long-term savings plan.

Lunch Tracker - Visa

The LunchTracker app from Visa helps you mange your spending and start saving money.

Making a budget is now made easier with the LunchTracker app from Visa. Regardless if you pack, eat at home or out at a restaurant, this app allows you to track how much you are spending when you have lunch. Because regardless of how you enjoy your lunch, these charges all add up. Keeping track of this daily expense can help you set spending goals and start saving.

Download mobile apps:
  • Download on the App Store
  • Get it on Google Play

Coastal Digital Banking - Coastal Credit Union

Coastal has upgraded our online banking and mobile banking platforms to a brand new unified system, which we are calling Digital Banking.

Access your Coastal Federal Credit Union accounts, quickly and conveniently, wherever you are with COASTAL Digital Banking! COASTAL Digital Banking allows you to check balances, make transfers, pay bills, and more!

Download mobile apps:
  • Download on the App Store
  • Get it on Google Play

I can take care of all of my banking needs on MY schedule, not a retail bank's inconvenient schedule.
Dwight R.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Need help with Retirement & Financial Planning?

Call 919-882-6655 to speak with a representative