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