Product and Services

Our main purpose is to guide you towards financial confidence that comes from knowing you have a clear strategy for pursuing your goals. That you have a partner in CCG to keep you focused and on track.

And that our main objective is the same as yours: Helping you plan  and  invest  with  confidence  for  all  your  life’s  most  important   goals.


Investments

  • Money Markets
  • Common Stock
  • Municipal Bonds
  • Corporate Bonds
  • Government Securities
  • Treasury Notes
  • Annuities
  • ETFs (Exchange-Traded Funds)
  • Mutual Funds
  • Alternative Investments

Financial Planning & Education

  • Comprehensive Financial Plans
  • Educational IRA
  • Retirement Plans
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Modular plans for college, estate, budgeting, stock options, insurance, and more.

Insurance Planning

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Liability
  • Health

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Coastal Capital Group, Inc.,
a Registered Investment Advisor and separate entity from LPL Financial.

The LPL registered representative associated with this site may only discuss and/or transact securities with residents to the following states:
AZ CA CO CT FL HI IL MA MD ME MI NC NH NJ NY OH PA RI SC TX VA VT WA