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Client Services

At Coastal, our team of specialists can help manage your complete financial life. Our team brings together all the elements that you may need to put you on course for the future. Our planning and investment management services

Multi-Generational Wealth Strategies

Multi-Generational Wealth Strategies

That strive to create the legacy you want to leave, potentially provide tax advantages now and in the future, and protect your heirs.

Team-based Estate Planning

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

Business and Tax Planning

To help you adopt strategies to optimize personal and business tax situations.

Business Succession and Protection Planning

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 is in place in accordance with your wishes, to identify the strategies that may be appropriate to sell or transfer your business in ways that may reduce capital gains and other transfer taxes

College Planning

College Planning

That emphasizes tax-efficient ways to pay for higher education.

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