Broker Check

Products & Services

At Coastal Wealth Management, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Certificate of Deposits

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Variable Annuity
  • Fixed Annuity

Wealth Management

  • Accumulation Analysis
  • Income Planning Analysis
  • Life Insurance Analysis 
  • Retirement investment  Analysis
  • Education Analysis
  • Disability Analysis