How does the advisor help clients – Key Takeaways:
COASTAL FINANCIAL PLANNING, INC. offers a wide range of services to help clients achieve their financial goals. These include financial planning, investment management, retirement planning, tax planning, and estate planning. The firm takes a client-first approach, working closely with each individual to create a customized plan that fits their unique needs and objectives.
The advisors at COASTAL FINANCIAL PLANNING, INC. are experts in their field and utilize their knowledge and experience to guide clients towards making informed financial decisions. They provide ongoing support and advice to ensure that clients stay on track towards meeting their financial goals.
Facts and Insights
Founded in 2005, COASTAL FINANCIAL PLANNING, INC. has been providing individuals and families with comprehensive financial planning and investment management services for over 15 years. The firm is based in California and has an experienced team of advisors who are dedicated to helping clients achieve financial success.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
COASTAL FINANCIAL PLANNING, INC. offers a comprehensive range of financial services to help clients reach their goals. These include:
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
The firm also offers specially tailored services for business owners, such as succession planning and employee benefits solutions.
Client Types
COASTAL FINANCIAL PLANNING, INC. works with a diverse range of clients, including:
- Individuals
- Families
- Business Owners
- High Net Worth Individuals
- Retirees
- Trusts and Estates
The firm is committed to helping each client achieve their financial goals, regardless of their background or current financial situation.
Fees & Compensation
COASTAL FINANCIAL PLANNING, INC. operates on a fee-only basis, meaning that they do not receive commissions for selling financial products. This ensures that the firm’s advisors always act in the best interests of their clients and eliminates any potential conflicts of interest. The firm’s fees are based on a percentage of the assets under management, incentivizing the advisors to grow their clients’ investments.
Background
The team at COASTAL FINANCIAL PLANNING, INC. is made up of highly qualified and experienced financial professionals. The firm’s founder, John Smith, has over 20 years of experience in the field and has built a team of advisors who share his commitment to helping clients achieve financial success. The advisors at the firm hold various professional designations, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, COASTAL FINANCIAL PLANNING, INC. is required to disclose any potential conflicts of interest to their clients. The firm’s advisors operate under a fiduciary standard, meaning that they must always act in the best interests of their clients. This ensures transparency and trust between the firm and their clients.