Coastal Wealth Management

Available through CFS21

We’re committed to helping you build, manage, and preserve your wealth at every stage of your life.

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Your trusted partner on the path to financial wellness and security.

  • Review Present Financial Position (Benchmarking)

    Our CFS financial advisors help you navigate the complexities of retirement planning, from saving strategies to income management.

  • Insurance Protection (Risk Management)

    We work with a variety of insurance providers to ensure that your specific needs are met.

  • Investments (Outside Retirement)

    We assist in setting and achieving goal-oriented strategies. Including education funding, major purchases, and estate planning. 

  • Manage Taxes

    We’ll guide you through tax planning strategies to prepare you for retirement.

  • Tailored Retirement Strategies

    We offer personalized, complimentary retirement planning, focusing on your specific goals and financial situation.

  • Trust & Estate Planning (Preserve/Transfer Wealth)

    We’ll guide you through reviewing beneficiaries, providing for a family member with special needs, charitable giving strategies, and more.

How Coastal Wealth Management Works

Our Coastal Wealth Management team, available through CFS*, provides you with comprehensive financial planning services

Personalized Approach

We begin with a thorough understanding of your financial goals and create a customized plan to meet them.

Ongoing Support

Our team provides continuous guidance and adjusts your plan as your life and the markets change.

One-on-One Relationship

You will have a dedicated financial advisor to guide you towards your financial goals.

Why You Should Use Coastal Wealth Management

From planning for retirement, seeking investment opportunities, or exploring insurance options, our team is here to guide you every step of the way. Contact us today to start building a more secure and confident future.

Holistic Financial Planning

From investments to insurance, we’ll help you with a range of services to cover all aspects of your financial health.

Experienced Advisors

Our team of professionals brings you perspectives and insights that help you navigate your financial decisions.

Member-Centric Philosophy

We take a credit union approach to help you prioritize your financial well-being and work to create solutions that align with your values and objectives.

Financial Planning Webinars

Join our webinars to stay informed about key financial topics and trends. Gain valuable insights from our licensed professionals to enhance your financial knowledge and decision-making.

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