Client Services
Client Services That Are All About You.
At the Coastal Advisory Group, our team of specialists can help manage your complete financial life. Our team brings together all the elements that put you on course for the future. Our planning and investment management services include:
- Multiple Generational Wealth Strategies that strive to create the legacy you want to leave, provide tax advantages now and in the future, and protects your heirs.
- Team-based Estate Planning that helps you define all of your objectives prior to meeting with an attorney. We then work with you and your attorney, CPA and other advisors to try to accomplish your goals. If you are not represented, we research your unique situation to help you locate an attorney or CPA with the specific expertise you need.
- Business and Tax Planning to help you gain tax advantages for both you and your business.
- Business Succession and Protection Planning that allows you to rest easier. We work to help you try to ensure that your company’s future leadership role is in place according to your wishes and that the most sophisticated strategies can be employed to sell your business and reduce capital gains.
- College Planning that goes beyond financial planning to include tax advantages for you. We help you select the school where the student you are sponsoring may have the greatest chance of success, and help you plan the financial help that will be needed.
