What is Wealth Management?
Wealth management is the process by which someone creates a plan to simultaneously grow and protect their financial assets. Coastal Wealth Management provides members with a full range of financial services to create and implement their financial plan. These services include retirement planning, investment planning, investment management, estate planning, trust services and insurance.
Who is it for?
Everyone can benefit from wealth management. It is a lifelong process, whether you are just starting out in the work force, getting ready for retirement or managing your retirement income, everyone can reap the benefits from smart wealth management. Using a planning process can keep you ahead of the financial game as well as keeping you focused on your goals.
Coastal's Wealth Management sets itself apart in three ways:
- We have salaried advisors
- We provide unbiased advice
- No proprietary products
To get started with the financial planning process you can attend one of our seminars or set up an appointment with one of our financial advisors.
Available through CUSO Financial Services L.P. Located at Coastal Federal Credit Union. Trust Services offered through Member's Trust Company. 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. FR071007-11F4 Representative is not an attorney. For legal questions, including a discussion about estate planning or trusts, please consult your attorney.