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Retirement Solutions

401(k), 403(b), SEP (Simplified Employee Pension), SIMPLE IRA

Comprehensive Plan Advisory Services

Coastal Financial Advisors, Inc. serves as the plan advisor for corporate and non-profit retirement programs, offering a comprehensive array of investment options as well as individualized support for employees.

 Our advisory services include:

 Plan support:  We assist with selecting and developing the right type of plan and its features to meet the needs of the business and its employees.  We provide periodic reviews of the program to ensure that the administrator and record keeper are current with the company’s objectives. 

 Investment Counseling:  We provide periodic reviews of a plan’s investments and assets so that employees can develop well-balanced portfolios that fit their financial goals.

 Education and Support:  Group orientation sessions taught by Coastal Financial Advisors, Inc. experts aim to educate employees about the importance of planning for retirement, and the tools they can use to develop a comprehensive financial plan. We recommend that employers consider these education sessions at least once a year so that their workforce gets the support it needs to make smart retirement choices.

Transparency. Credibility. Trust.      

Coastal Financial Advisors, Inc. doesn’t just provide a retirement plan to companies.  We consider it our fiduciary responsibility to provide businesses and their employees with top-quality investment options, and to support them with the highest levels of customer service.

 Our commitment to putting clients first extends right down to our own bottom line: There are no hidden fees. The fees for our unbundled plan structure, which include advisory, record-keeping and plan administration services, are clearly outlined for each retirement program. Our clients know what they are paying and the services they are receiving in return.

As a “fee-only” financial advisor, we follow a methodology that does not allow the acceptance of referral fees and commissions for third-party providers, such as broker-dealers or insurance companies. This structure allows us to avoid the potential conflicts of interest that may arise from financial relationships with third-party providers.

We are truly independent. 

It also gives us the freedom to offer independent, unbiased opinions to our clients, with whom we are committed to developing long-term relationships and building customized financial programs according to individual needs and goals.