Coastal Financial Advisors


Trust Management

A Trust is a financial planning tool that protects your assets during your lifetime and can provide financial security for your beneficiaries in the future. A Trust can ensure that your life wishes are met and your loved ones receive care with compassion during their lifetimes according to your wishes.  The transfer of your wealth to future generations is very personal.  The use of trusts may provide a solution for several reasons including reducing taxes and the disposition of your estate. 

Coastal Financial Advisors, Inc. has the professionals and systems in place to provide accurate and timely record keeping and trust accounting, comprehensive reporting, collection and distribution of income, and tax services. In addition, we monitor corporate actions for any potential impact on your holdings and help ensure that proxy requests and shareholder voting are handled efficiently.

If you are the trustee or the beneficiary of a trust and would like another opinion on its management, please contact us.  We have frequently found trusts with unreasonably higher expenses then necessary.  Irrevocable does not mean immovable.  We frequently move trusts from their current custodian. 

Our investment services provide the answers you need to create and maintain success for generations. Your investment is systematically maintained by the most current technology available. This ensures the management of the trust and investments remain on track toward achieving your goals.

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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