CORPORATE
FINANCIAL SERVICES
Coastal Financial Planning, Inc. serves the needs of corportate clients through 401(k) Plan Analysis and Implementation, Corporate Downsizing, On-Site Training and more.
Coastal Financial Planning, Inc.
The firms goal is to prepare clients for the financial road ahead. We focus on individual retirement financial plans, keyed to your own asset accumulation, time horizon and risk tolerance
Coastal Financial Planning, Inc., Principal, Angela Thomson CFP®, was recognized by the Providence Journal as a "Woman to Watch" in their focus piece. The firm was profiled in a Wall Street Journal article focusing on fee-only financial planners, additionally.
We service a broad client base whose investable assets begin at $100,000. Our fee-only financial approach is an objective, ethical process used in evaluating and managing cleints' assets. This eliminates commisioned bias and provides a clear analysis for the maximization of assets.
Investment Management
We offer a comprehensive and flexible approach with products to help utilize your goals. We are a Fee-Only Financial Planning Firm
Investment Management - a comprehensive and flexible approach to the management of assets, based on diversification within asset classes. A wide variety of no-load financial products are utilized to attain goals.
Investment Management Fee Schedule
- There are no fees for the initial office consultation.
- There are no entrance or exit fees associated with services.
- Active Asset Management Fees are based on the following annualize schedule and billed quarterly:
401K Planning for you and your employees
Coastal Financial Planning, Inc., implements and reviews 401(k)'s to confirm to the new ERISA compliance laws, to insure that your business will be compliant with the significant changes for Section 404(a)(5) of the new code.
401(k), 403(b) Plan implementation and analysis.
401(K) planning and installation. We offer 401(k)'s plans to business from $1 million to $99 million in asset value. Our plans are compliant with ERISA's Section (408(b)(2) regulations. We offer over 2,000 funds from 60 fund families to insure you and your employees are receiving the best possible options within their retirement plans.
Fee-only Financial Planning
Financial Planning - Clients' goals and objectives build the foundation for individualized financial plans. Clients' input determines objectives, establishes risk tolerance and targeted return dollars. Plans are monitored and updated to reflect the clients' changing needs.
"Our firms goal is to prepare clients for the financial road ahead. We focus on individual retirement financial plans, keyed to your own asset accumulation, time horizon and risk tolerance."
The Wall Street Journal
See what the Wall Street Journal reported on Holding real estate in your IRA.
Qualifications Really Matter
The term "financial planner" is used by many financial professionals. Ask the planner what qualifies him/her to offer financial planning services.