At Coastal, we believe Core Values should be the basis for everything we do as financial advisors. Values do not change with the situation; they guide us in determining how we act in each new situation.
This is What We Believe:
- We prosper when you prosper. Your success is worth our passion and commitment.
- Our actions reflect who we are.
- We strive to do the right thing, to act with integrity and commitment.
- Our goal is to improve the lives of the people around us. And to have fun doing it.
- We plan ahead. We know that what we do affects not only your life, but also the lives of future generations.
- We believe in The Golden Rule: We strive to do unto others as we want done unto us.
- Successful relationships require mutual respect. We strive to earn our clients’ respect and to treat them with respect.
Our experiences both inside and outside of the office — our hobbies, families, travel, and interests — should inform everything that we do for our clients. You deserve the benefit of our wisdom and experiences from all of the areas of our lives. See how we put our core values to work for you.