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An estate plan is a map that reflects the way you want your personal and financial affairs to be handled in case of incapacity or death. I help Coastal members make sure their wishes are clear and their families are protected.

- Gerald Kasper
CFP®, Financial Advisor
Financial Advisors - Our experienced professionals listen and help you make the right financial decisions. Talk to an advisor today. Upcoming Seminars - Learn how to prepare for retirement with our Wealth Management seminars. Or, save money on home buying with our realty seminars. Coastal Wealth Management - Get started on your future with Coastal's Wealth Management services. Talk to an advisor today.


Prepare for your future and attend one of our no-cost financial seminars.