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., 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 - 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.
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.
"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."
Coastal Financial Planner is in the media. Check us out on Facebook and Twitter.
Check out Coastal Financial Planning, Inc. on Twitter : http://twitter.com/#!/AThomson1258
See what the Wall Street Journal reported on Holding real estate in your IRA.
The term "financial planner" is used by many financial professionals. Ask the planner what qualifies him/her to offer financial planning services.