Throughout your lifetime, you will be faced with many financial decisions from building a foundation through retirement and every experience in between. Let Coastal Wealth Management, through CFS*, help you prepare, plan and enjoy life’s journey.
Stage 1 - Starting Out
We are not taught all we need to know about managing money in school. So, when building your financial foundation, finding a balance between spending and saving can be difficult. Creating smart financial habits early is crucial. Sometimes planning for multiple life decisions can be overwhelming. Advisors at Coastal Wealth Management can be your financial “set of eyes” to prioritize what’s most important to you!
Stage 2 - It's All Happening
Bigger homes? Nicer cars? Children? Higher income? Aging parents? College expenses? “It’s All Happening!” Things may be getting complicated! Managing financial decisions now will have a significant impact on the lifestyle you will live during retirement. Why juggle all of this on your own? Check in with an advisor at Coastal Wealth Management to make sure you are on track towards your financial dreams!
Stage 3 - Getting Out
After years of hard work, you have earned the freedom to slow down, change gears, or start something new. Time to downsize? Grandchildren? Time to travel? Selling your business? Now is the time that income planning should be top of mind. Everyone envisions retirement differently. Let’s focus on you!
But What if Life Happens in any Stage
Life throws you curves! They can happen at any time and you can’t be prepared for everything. But you can protect yourself and your loved ones through proper insurance planning. By taking a holistic approach, not only will Coastal Wealth Management help you build a strong retirement plan but a strategy around the unexpected!
*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.