We focus on individual retirement financial plans, keyed to your own asset accumulation, time horizon and risk tolerance. Coastal Financial Planning, Inc. serves the needs of corportate clients through 401(k) Plan Analysis and Implementation, Corporate Downsizing, On-Site Training and more. 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. The firms goal is to prepare clients for the financial road ahead. Coastal Financial Planning, Inc., Principal, Angela Thomson CFP, was recognized by the Providence Journal as a "Woman to Watch" in their focus piece.
She is frequently quoted in many local and national publications including The Wall Street Journal. The firms goal is to prepare clients for the financial road ahead. Coastal Financial Planning, Inc., Principal, Angela Thomson CFP, was recognized by the Providence Journal as a "Woman to Watch" in their focus piece.
Services
Fee-only financial planning. 401(k) plan reviews and implementation. We have offices in Lincoln and Narragansett, RI for our clients convenience. Coastal Financial Planning offers portfolio management, retirement planning, hourly services and reviews and implementations of 401(k)'s. Angela Thomson, CFP is principal and founder of Coastal Financial Planning, Inc.
Our beliefs are that the financial planning process begins and ends with each client's individual needs. Success is measured by clients' satisfaction, both quantitatively and qualitatively. Our investment philosophy is to actively manage assets, to provide superior risk adjusted returns, and remain fully invested through most market cycles.
Fee-only financial planning. 401(k) plan reviews and implementation. We have offices in Lincoln and Narragansett, RI for our clients convenience. Coastal Financial Planning offers portfolio management, retirement planning, hourly services and reviews and implementations of 401(k)'s. Eric Thomson, CHSA is a Registered Investment Advisor and graduate of the University of Rhode Island.
We are ERISA compliant and can work with your Human Resource Director to insure that all new legislation regarding defined contribution plans are adopted to conform with the ever changes section codes. Fees are based on the asset value of each plan.
Coastal Financial Planning, Inc. can help corporations fulfill their fiduciary responsibilities by explaining to employees the benefits of participating in the company sponsored defined contribution plans.We also explain investment options in an easy to understand format. Services extend to other retirement plans.
Coastal Financial Planning, Inc. can help corporations fulfill their fiduciary responsibilities by explaining to employees the benefits of participating in the company sponsored defined contribution plans.We also explain investment options in an easy to understand format. Services extend to other retirement plans.
This Brochure Supplement provides information about Angela M. Thomson that supplements the [name of advisory firm] Brochure. You should have received a copy of that Brochure. Please contact [service center or name and/or title of your contact person] if you did not receive [name of advisory firm]'s Brochure or if you have any questions about the contents of this supplement.
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