Investment Planning and Portfolio Management

Utilizing an Investment Policy Statement, we construct an individual, personalized investment portfolio for our clients.

We endeavor to make sound investment decisions for the benefit of our clients independent of emotional reactions to market events that are out of our control.

Estate Planning

Based on each client’s situation and desired goals, we put specific estate plans in place to help minimize taxes and ensure that our client’s estates are handled according to their wishes.

Insurance Planning

Coastal Way Financial Group, LLC realizes that insurance plays a vital role in estate planning.

We are able to utilize life insurance and annuities to assist our clients in planning for their financial future as well as the financial future of their beneficiaries.

Social Security Analysis & Planning

Coastal Way Financial Group, LLC helps clients with social security planning by analyzing each client’s individual financial situation. Our recommendations are specifically tailored to our client’s individual and family needs and goals.

Retirement Planning

Coastal Way Financial Group, LLC assists individuals and businesses in planning for their retirement.

Our synergy with Perry & Group CPA, LLC ensures that we can help our clients maintain their standard of living in retirement in the most tax-advantaged manner possible.

Tax Planning

Through our affiliation with Perry & Group CPA, LLC, we have access to tax experts who specialize in international, state, and local tax issues.

We are able to implement tax mitigation strategies that are monitored and updated throughout the year to minimize taxes and meet our client’s specific financial needs.

College Savings Planning

We offer various methods and accounts designed to help save for college education expenses.