ANGELA THOMSON - President
Angela Thomson, CFP® is principal and founder of Coastal Financial Planning, Inc. She is frequently quoted in many local and national publications including the Wall Street journal... Read More
Contact Us Today!
Wall Street Journal
See what the Wall Street Journal reported on Holding real estate in your IRARead More
Coastal Financial Planning, Inc.
Our 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, was recognized by the Provindence Journal as a "Woman to Watch" in their focus piece.
Additionally, the firm was profiled in a Wall Street Journal article focusing on fee-only financial planners.
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 clients' assets. This eliminates commissioned bias and provides a clear analysis for the maximization of assets.
Plan implementation and analysis.
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.Read More
The Materials posted on this website are for personal, non-commercial use only and may be downloaded only for personal use. Republication, retransmission or reproduction of any images is strictly prohibited.