Take the mystery out of financial planning by turning to Coastal Wealth Management available through CFS*

A better tomorrow starts by working with Coastal Wealth Management today

Here’s How Financial Planning Services At Coastal 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
  • Retirement savings calculator helps you determine how much you need to save to reach your retirement goals 
  • CFS Financial Advisors will work with you to ensure you thoroughly understand the details of your strategy

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. 


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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 investment 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.

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.

Live Seminars & Webinars

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We plan a variety of events across the Coastal footprint throughout the year. Check in periodically as we add new events to our page often. Register for an event of interest to you and bring a friend! 

Recorded Webinars 

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If you were unable to make it to one of our live Webinars or simply want a review of the information you’ve heard at a past event, you can now watch our videos at your leisure, anytime, anywhere.  Remember to also check out our live events calendar and sign up for whatever interests you.  We add new webinars often.

Meet our CFS Financial 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.

Resource Center

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.

How to Talk to Your Parents About Their Retirement and Beyond

Money can be a truly delicate topic to bring up for a conversation with your family, especially when it is with your parents. Learn how you can effectively talk to your parents about their retirement. 

*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.

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