From the Dutch East India Company to Wall Street, the stock market has a long and storied history. Coastal Financial Advisors, LLC, offers knowledge-based advice and objective strategies to deliver client-focused plans whether you are retired, nearing retirement or building your career and wealth.
As an Investment Advisor Representative with Foundations Investment Advisors LLC, our relationship creates a fiduciary duty to our clients and their families to always act in their best interest when providing investment advice.
As an Investment Advisor Representative with Foundations Investment Advisors LLC, our relationship creates a fiduciary duty to our clients and their families to always act in their best interest when providing investment advice.
Services
Over the years, we have found that a comprehensive financial planning planning process guided by tax efficient strategies and risk analysis is essential in helping clients who have a wide variety of needs as they maneuver through a complex financial-services world. Are you at that point where you have multiple questions or concerns about your investments, the risk or safety of those assets?
Wealth does not come with a road map but with a personalized, tailored vision and plan, it can be mastered. This mastery is achieved by employing years of experience, best-in-class asset managers, cutting edge technology, and professional resources including financial, tax, estate and retirement planning.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. Here at Coastal Financial Advisors we put together a customized financial plan for you out to age 100, so you can have peace of mind and enjoy your years of retirement. Tax efficiency is essential throughout the planning process.
As an employee of Duke Energy, your comprehensive benefits package has valuable financial, healthcare, and insurance benefits. At Coastal Financial Advisors, we help many Duke employees by educating them on how to make strategic elections to maximize their corporate benefits in retirement.
With a fiduciary mindset, familiar with the Duke Energy plans, we can craft a strategy with our recommendations to make the most of your Duke retirement benefits.Duke Energy Retirement Plans offer many benefits. Let us help you navigate these options to maximize income, reduce taxes and mitigate risk in retirement.
With a fiduciary mindset, familiar with the Duke Energy plans, we can craft a strategy with our recommendations to make the most of your Duke retirement benefits.Duke Energy Retirement Plans offer many benefits. Let us help you navigate these options to maximize income, reduce taxes and mitigate risk in retirement.
Learn the latest strategies to maximize Social Security and increase Retirement Income to preserve assets, reduce risk and maximize tax efficiencies. In light of the current economic crisis Wilmington's Wealth Coach, Mike Cunningham is offering a series of online classes to provide strategies that will preserve your retirement savings.
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