Coastal Financial Planning, Inc.

 HOME

Social Media Network

Like us on:

Follow us on:

FAQ: What are your qualifications?

The term "financial planner" is used by many financial professionals. Ask the planner what qualifies him/her to offer financial planning advices...

Read More

401(k) Plan

401(k) Plan Analysis and Implementation. We are ERISA compliant and can work with your Human Resource Director...

Read More

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!

I would like to discuss the following:

Wall Street Journal

See what the Wall Street Journal reported on Holding real estate in your IRA

Read 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, was recognized by the Provindce 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.

401(k), 403(b)
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

"Thank you for your very informed explanation of the my investment options" - BB

"You are a wealth of information, and we feel we are in good hands" - KB

"I have faith in your judgment" - BH

© Copyright Coastal Financial Planning.
All Rights Reserved 2012.

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.