Ways to InvestWhen You Have a Specific Goal In Mind
Imagine knowing what you needed financially and understanding exactly how to get there.
What would that mean for you, your family and your future? A Coastal Community Credit Union Financial Consultant is here to work with you to develop a financial plan that can balance life today with financial goals of tomorrow. A dedicated Financial Consultant will provide regular contact, timely insights and will be there to guide you every step of the way.
Build a Net Worth
Regardless of your financial situation, knowing your net worth can help you evaluate your current financial health and plan for the future.
To grow your net worth, it’s important that we work with you to identify the appropriate investment solutions that align to your evolving needs & goals.
Protect What Matters
By leveraging the experts at Coastal Community, we can integrate strategies to help protect the things you value at every stage.
Retire with Us
We understand that retirement is a big step. Your vision is unique to you, some want to travel the world while others prefer to be closer to family and friends.
Let us make the financial reality of retirement dream come true while our partnership with Everything Retirement will help you prepare and live in fulfilling retirement life.
Leave a Legacy
It’s never too late to think about your legacy and plan for it.
We’ll work together to identify your priorities and then build a plan that aims to effectively transfer your wealth in the manner that suits you.
A documented legacy plan will ensure that the wealth you create will go to the people and causes you believe in.
Working with a Financial Consultant
What to Expect
Get to know each other
From the very first meeting, you will see that we are different for all the right reasons. We will outlay what we have to offer you & your family for those important financial goals. Through our in-depth discovery process, you and your Financial Consultant will gain an understanding of your financial priorities so we can plan to make them a reality.
A partnership, we’re in this together
Whether you are planning for your well-earned retirement or for those big purchases, your Financial Consultant will be there to help. We believe that with a financial plan that we build together that you will feel greater confidence in what lies ahead.
Communication, communication, communication
We pride ourselves in being there for our clients though good times and when there are rough patches. You can count on us for keeping you informed so that you can not only have confidence in us, but the plan we have built together.