Overview

Since 2003, the Coastal Financial Planning Group has been helping seniors and soon to be retirees secure their financial future through sound financial planning and tactical wealth managed strategies. As Wealth Allocation & Distribution specialist we help our clients address the 5 core areas of financial planning, including: - Low Risk, Low Volatility Investment Solutions designed to be defensive during times of volatility and opportunistic during times of growth. - Retirement Income Planning that anticipates how much you’ll need to not only retire, but enjoy your retirement today and in the future. Including factoring in Social Security, Pension income, IRA withdrawals and more... - Through Advanced Tax Planning we help our clients minimize their tax bill, and help them shelter their assets from unnecessary taxation. Don’t let your IRA be an IOU to the IRS. - Contingency Planning; all our financial strategies include what we call life contingency plans. These strategies are designed to help insulate your retirement from the unexpected and the inevitable. - Estate & Legacy Planning; the last step in every financial plan is to ensure that your assets are safely transferred from you to your spouse and the people you love most. Discover a better way, discover the Coastal Financial Planning difference, call today: (843) 735-5065 **** Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. **** Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also