Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.  

To accomplish this we strive to:
-Understand our clients financial needs
-Assess our clients risk tolerance
-Help determine both short and long term goals
-Recommend appropriate strategies
Our fiduciary services include:
-Unbiased, independent investment advice and ongoing portfolio management 
-Full access to a vast array of Stocks, Corporate, US Government and Tax Free Municipal bonds, fixed income, CD's, mutual funds, exchange traded funds (ETF's) , Unit Trusts, annuity and insurance products
-Retirment Planning for Individuals, Small Business Owners  and Corporations including IRA's, ROTH IRA's,  IRA Rollovers, 401-k Plans, Profit Sharing Plans, Self Employed Pension Plans
-Estate Planning awareness
-Education Funding strategies including 529 College Plans
-PIM (Professional Investment Management) Plans
-Annutiy and Insurance planning 
-Cash Management, FDIC Insured Money Markets, Debit Card , ACH, Fed Funds Wires and check writing to access your account balances and the income generated by your portfolio
-Mortgage and Home Equity Loan planning
--Online Account Access
-Monthly Statements
-Annual Tax and Activity Account Summary Statement
*Key Client Financial Advisors and Coastal Equities Inc. do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any actions that may have tax consequences.

**Securities are not FDIC-insured/are not bank-guranteed/may lose value.