Coastal Financial Advisors

Top 10 reasons you need a Fee-Only Financial Planner
  1. You do not have the time to devote to your finances, and they are suffering from neglect. Life is very busy, and there are only 24 hours in a day. Although most of our clients are capable of managing their own finances, they prefer to spend their limited amount of free time on more important things than worrying about money

  2. You want to work with someone who is not compensated by commissions, so you will know the financial advisor is working solely for your best interest and has no hidden agendas.

  3. You are getting close to retirement and you want to know if you are "on-track" and can afford to retire.

  4. You are overwhelmed by all of the new information from the recent changes in the tax laws, retirement plans, estate taxes, and college funding choices.

  5. You want to find a financial advisor you can trust. Someone you can consider as a partner in helping you achieve your goals.

  6. You want to become educated on financial issues.

  7. You are concerned that your finances are not appropriate for your tolerance for risk, and/or your goals.

  8. You have important decisions coming up, and you don't know where to begin (e.g., buying a home, deciding between a lump sum distribution or an annuity for your employer's retirement plan, an inheritance, whether to buy long-term care insurance, whether to start distributions from an IRA, how to fund your child's or grandchild's college education, etc.)

  9. You feel that you are saving and doing all the right things, but your assets are not growing as they should.

  10. You are overwhelmed by too much financial information in magazines, on TV, or on the internet, and it is impossible to filter the useful information from the damaging sales pitches.

For more information on Coastal Financial Advisors and the services we provide,
please contact us directly by calling 732-686-2330, or by filling out our online form.

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Coastal Financial Advisors, 503 Casino Drive - Farmingdale NJ 07727 - Phone (732) 683-2330

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