Savings to Investing

Coastal Capital Group, LLC, was founded with the goal of assisting our clients in every aspect of their lives. We've earned a reputation for excellence in our industry by providing people like you with highly personal service that addresses your unique wealth-management needs. For every client, we strive to look beyond today to help create financial stability and security for your family that leads to financial independence now and for future generations. And we have a framework that will guide you there.

Below is the framework to getting there.

Learn  more  about  Coastal  Capital’s 3-Tier Savings Plan

Our staff consists of experienced professionals with a "hands on" approach to financial advice and guidance. Not only will you find our team knowledgeable,  but  you’ll  discover  that  each  of  our  associates  truly  cares   about YOU achieving your dream. As your dedicated financial professionals, our singular commitment is to keep you focused on where you want to go, advise you on how to get there, and work with you to help maintain a disciplined approach to realizing that dream.



We’ll  address:  

Personal Finance

Examples may include:

Getting Started: Establishing a Financial Safety Net In  times  of  crisis,  you  don’t  want   to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure  that  you’re  protected  when  a  financial  emergency  arises.  One  way  to  ...

Debt Consolidation If  you  have  a  lot  of  debt,  you’re  not  alone.  Today,  more  and  more   Americans are burdened with credit card and loan payments. So whether you are trying  to  improve  your  money  management,  having  ...

Establishing a Budget Do you ever wonder where your money goes each month? Does  it  seem  like  you’re  never  able  to  get  ahead?  If  so,  you  may  want  to  establish  a   budget  to  help  you  keep  track  of  how  you  spend  your  money  and  ...

More examples can be found here.


Investment Planning

Examples may include:

Understanding Risk Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about ...

Mutual Fund Basics A mutual fund pools the money of many investors to purchase securities. The fund's manager buys securities to pursue a stated investment strategy. By investing in the fund, you'll own a piece of the ...

Handling Market Volatility Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it's your money at stake.

Creating an Investment Portfolio You've identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio? What specific ...

Asset Allocation Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn't about picking individual securities. Instead, you focus on broad categories of ...

More examples can be found here.

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